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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-10-16 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S Home Equity | Oakbrook Terrace | IL | 06/2018 | 08/2018 |
| First Trust Portolios L.P. | Wheaton | IL | 06/2019 | 08/2019 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2020 |
| United Delivery Service | Oakbrook Terrace | IL | 06/2015 | Present |
| First Trust Portfolios L.P. | Wheaton | IL | 09/2020 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 09/2020 | Present |
OTHER BUSINESS NAME: UNITED DELIVERY SERVICE. LOCATION: 1S376 SUMMIT AVE SUITE 1F OAKBROOK TERRACE, IL 60181. NATURE OF BUSINESS: DELIVERY SERVICE. POSITION OR TITLE: CUSTOMER SERVICE/MARKETING. RESPONSIBILITIES: HELP TO RUN SOCIAL MEDIA ACCOUNTS AND ASSIST WITH CUSTOMER RELATIONSHIP MANAGEMENT. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/DURING MARKET HOURS): 40 TOTAL/NONE DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
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