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William Travis Coan

First Trust Advisors LP

Wheaton, IL

Atlanta, GA

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-03-23
  • IL RA
    APPROVED
    Since 2023-03-23

Branch Locations

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cnl Securities Corp Orlando FL 02/2016 08/2017
First Trust Portfolios L.P. Wheaton IL 02/2023 Present
First Trust Advisors L.P. Wheaton IL 02/2023 Present
Pricewaterhousecoopers Llp Columbia SC 08/2017 07/2019
Deloitte Llp Charlotte NC 07/2019 02/2023
  • 02/2016 → 08/2017
    Cnl Securities Corp
    Orlando, FL
  • 02/2023 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 02/2023 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 08/2017 → 07/2019
    Pricewaterhousecoopers Llp
    Columbia, SC
  • 07/2019 → 02/2023
    Deloitte Llp
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
S63 Uniform Securities Agent State Law Examination 2016-07-13
  • S66 Uniform Combined State Law Examination
    2023-02-21
  • S63 Uniform Securities Agent State Law Examination
    2016-07-13

View on SEC IAPD

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JASON MICHAEL CRUMP
DAVID KEVIN SEITZER
NORMAN CHARLES GARNER
RANDY LEON FLOYD
Julie Marie Cunningham
Nicole Lea Ayers

Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL

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