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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
| IL | RA | APPROVED | 2021-10-04 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
500 West 5Th Street 8Th Floor, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Missouri | Columbia | MO | 08/2015 | 06/2019 |
| Glen Oak Country Club | Glen Ellyn | IL | 07/2019 | 11/2019 |
| Builtech Services | Schaumburg | IL | 09/2019 | 11/2019 |
| Magnet Street | Carol Stream | IL | 11/2019 | 03/2020 |
| Unemployed | Wheaton | IL | 03/2020 | 05/2021 |
| First Trust Portfolios L.P. | Wheaton | IL | 05/2021 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-04 |
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