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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-28 |
| IL | RA | APPROVED | 2019-05-10 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Missouri | Columbia | MO | 06/2013 | 05/2018 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2017 | 08/2017 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2018 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-14 |
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