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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-06 |
| IL | RA | APPROVED | 2024-11-05 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
33 Arch Street Suite 1700, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veriti Management Llc | Boston | MA | 05/2019 | 05/2020 |
| Unemployed | Lexington | MA | 01/2019 | 05/2019 |
| Ziiproom | Burlington | MA | 07/2016 | 01/2019 |
| Veriti Management Llc | Boston | MA | 05/2020 | 10/2024 |
| First Trust Portfolios L.P. | Wheaton | IL | 10/2024 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 10/2024 | Present |
1) Lexington Christian Academy; investment-related; Lexington, MA; Non-profit private secondary school; Vice Chair, Member of Investment Committee; 09/2010, 4, 0, Overseeing mission, strategy, and finances. 2)Christian Camps and Conferences; investment-related; Alton, NH; Non-profit youth summer camp and year-round conference center; Member of the Investment Committee and Treasurer of the Board; 07/2017; 4; 1; Overseeing mission, strategy, and finances.
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