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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-29
  • IL RA
    APPROVED
    Since 2024-10-29

Branch Locations

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Trust Portfolios L.P. Wheaton IL 10/2024 Present
First Trust Advisors L.P. Wheaton IL 10/2024 Present
W.E. O'NEil Construction Chicago IL 06/2021 09/2024
University Of Illinois Champaign IL 09/2017 05/2021
St Patricks High School Chicago IL 09/2013 05/2017
Unemployed Chicago IL 05/2017 09/2017
  • 10/2024 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 10/2024 → Present
    Wheaton, IL
  • 06/2021 → 09/2024
    W.E. O'NEil Construction
    Chicago, IL
  • 09/2017 → 05/2021
    University Of Illinois
    Champaign, IL
  • 09/2013 → 05/2017
    St Patricks High School
    Chicago, IL
  • 05/2017 → 09/2017
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-08
  • S66 Uniform Combined State Law Examination
    2024-08-08

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