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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
Ibc Building 500 West 5Th Street 8Th Floor, Austin, TX 78701 • United States
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 |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 02/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2025 | Present |
| Go Pro Cayman | George Town | 10/2023 | 07/2024 | |
| Town Of Nantucket | Nantucket | MA | 06/2019 | 10/2024 |
| Kent School | Kent | CT | 09/2015 | 06/2019 |
| Unemployed | Austin | TX | 10/2024 | 02/2025 |
OTHER BUSINESS NAME: UBER. LOCATION: REMOTE. NATURE OF BUSINESS: DELIVERY SERVICE. POSITION IR TITLE: RESPONSIBILITIES: DELIVERY WALKER. START DATE: APR 23, 2026. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
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