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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-16 |
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 |
|---|---|---|---|---|
| Weaver Consultants Group | Chicago | IL | 06/2022 | 09/2022 |
| Pool Guards, Inc. | Naperville | IL | 05/2019 | 08/2019 |
| Unemployed | Naperville | IL | 05/2020 | 09/2020 |
| Full Time Education | Naperville | IL | 08/2019 | 05/2020 |
| Full Time Education | San Luis Obispo | CA | 09/2020 | 05/2021 |
| Fidelity Investments | Torrance | CA | 06/2023 | 08/2023 |
| Full Time Education | Naperville | IL | 09/2017 | 05/2018 |
| Fidelity Investments | Torrance | CA | 08/2024 | 04/2025 |
| Lexus Of Napervile | Naperville | IL | 06/2021 | 09/2021 |
| Full Time Education | Naperville | IL | 08/2018 | 05/2019 |
| Unemployed | Naperville | IL | 06/2024 | 08/2024 |
| Full Time Education | San Luis Obispo | CA | 09/2021 | 06/2022 |
| Full Time Education | Naperville | IL | 09/2016 | 04/2017 |
| Full Time Education | San Luis Obispo | CA | 09/2022 | 06/2023 |
| Full Time Education | San Luis Obispo | CA | 08/2023 | 06/2024 |
| Pool Guards, Inc. | Naperville | IL | 05/2018 | 08/2018 |
| Pool Guards, Inc. | Naperville | IL | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| First Trust Portfolios L.P. | Wheaton | IL | 04/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-14 |
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