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Kavi Shelar

First Trust Advisors LP

Wheaton, IL

Naples, FL

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Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-18
IL RA APPROVED 2025-02-04
  • FL RA
    APPROVED
    Since 2025-02-18
  • IL RA
    APPROVED
    Since 2025-02-04

Branch Locations

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

9130 Galleria Court Suite 202, Naples, FL 34109 • 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 01/2025 Present
First Trust Advisors L.P. Wheaton IL 01/2025 Present
Unemployed Naples FL 01/2024 01/2025
Diamond Hill Columbus OH 01/2016 12/2023
  • 01/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 01/2025 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 01/2024 → 01/2025
    Unemployed
    Naples, FL
  • 01/2016 → 12/2023
    Diamond Hill
    Columbus, OH
Designations

View on SEC IAPD

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