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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-28 |
Branch Locations
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 | 04/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 04/2026 | Present |
| Calamos Investments | Naperville | IL | 06/2025 | 08/2025 |
| 5Q | Remote | IL | 04/2023 | 12/2023 |
| Moveable Feast And Company | Wheaton | IL | 10/2022 | 12/2023 |
| Wheaton College | Wheaton | IL | 08/2022 | 12/2025 |
| Independent Contactor | Remote | IL | 06/2021 | 04/2026 |
| Barwis | Deerfield Beach | FL | 05/2019 | 08/2020 |
| Unemployed | Deerfield Beach | FL | 04/2016 | 05/2019 |
| Unemployed | Deerfield Beach | FL | 08/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
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