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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| IL | RA | APPROVED | 2025-02-14 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
9130 Galleria Court Suite 202, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 01/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 01/2025 | Present |
| First Trust Investment Solutions | Naples | FL | 08/2024 | 12/2024 |
| Ernst & Young | Jacksonville | FL | 06/2024 | 08/2024 |
| First Trust Investment Solutions | Naples | FL | 02/2024 | 06/2024 |
| Enterprise Holdings | Fort Myers | FL | 09/2023 | 12/2023 |
| The Club At Gateway | Fort Myers | FL | 05/2021 | 05/2023 |
| Gateway Charter High School | Fort Myers | FL | 08/2017 | 05/2021 |
| Gateway Charter Middle School | Fort Myers | FL | 08/2014 | 05/2017 |
| Ernst & Young | Jacksonville | FL | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
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