Timothy J Luby

Current Employers

Employment History

• 11/2015 → 03/2019
  Invesco Distributors, Inc.
  Houston, TX
• 03/2019 → 04/2020
  First Trust Portfolios L.P.
  Wheaton, IL
• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lisle, IL
• 06/2020 → Present
  Bank Of America, N.A.
  Lisle, IL

Previous Registrations

• 2019-04-02 → 2020-05-26
  First Trust Advisors Lp
  Wheaton, IL
• 2015-12-28 → 2019-03-13
  Invesco Advisers, Inc.
  Downers Grove, IL
  Atlanta, GA

Other Businesses

I*: 2189282Entity Type: CharitableName of OBA: DuPage Cycling FoundationAddress: Elmhurst, IL 60126Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 2/10/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: Help with race promotion, planning, day of volunteering, raise awareness of foundation.I*4186265Entity Type: Fiduciary roleName of OBA: T. L. Sr EstateAddress: Wheaton, Illinois, 60187Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 03/30/2026Number of Hours: 5, MonthlyNumber of Hours during trading: 0Duties: Executor/Child/GrandchildI*4186267Entity Type: Fiduciary roleName of OBA: T. L. POAAddress: Wheaton, Illinois, 60189Investment Related: NoPosition, Title, Association: Successor Power of AttorneyEmployee Start Date: 02/18/2026Number of Hours: 3, MonthlyNumber of Hours during trading: 0Duties: Successor Power of Attorney/Child/Grandchild I*4558281 Entity Type: Fiduciary Role Name of OBA: K L TTEE U/A DTD 07/22/2011 BY T L Address: Wheaton, Illinois, 60187 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/11/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2015-12-18

Other Names

• Tj Luby
• Timothy John Luby
• Timothy John Luby
• Timothy J Luby