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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-21 |
| TN | RA | APPROVED | 2025-08-21 |
Branch Locations
5000 Meridian Blvd Suite 500, Franklin, TN 37067 • 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 | 05/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 05/2025 | Present |
| Vanderbilt University | Nashville | TN | 08/2024 | 05/2025 |
| Ey | Nashville | TN | 01/2022 | 08/2024 |
| 1-800-Striper | Nolensville | TN | 08/2024 | 05/2025 |
| Tupelo High School | Tupelo | MS | 05/2015 | 08/2017 |
| Mississippi State University | Starkville | MS | 08/2017 | 12/2021 |
OTHER BUSINESS NAME: FIRST STAND PARTNERSHIP. LOCATION: BRENTWOOD, TN. NATURE OF BUSINESS: PARKING LOT STRIPPING BUSINESS. POSITION OR TITLE: LABORER. RESPONSIBILITIES: MEASURING THE LAYPUTS OF THE PARKING LOTS AND PAINTING THE PARKING LOTS. START DATE: AUG 05, 2024. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
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