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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-11 |
| IL | RA | APPROVED | 2025-02-25 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 02/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2025 | Present |
| Unemployed | Austin | TX | 10/2024 | 02/2025 |
| Bares Capital Management | Bee Cave | TX | 06/2020 | 10/2024 |
| Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Pirht | Cleveland | OH | 06/2018 | 08/2018 |
| Five Star Valet | Beachwood | OH | 05/2014 | 01/2018 |
OTHER BUSINESS NAME: BASED BRANDS LLC. LOCATION: AUSTIN, TX. NATURE OF BUSINESS: LIFESTYLE BRAND. POSITION OR TITLE: CEO. RESPONSIBILITIES: SHAPING THE OVERALL BUSINESS STRATEGY. START DATE: SEP 01, 2022. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
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