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Inactive

Alan Garett Orlov

First Trust Advisors LP

Franklin, TN

Wheaton, IL

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Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-21
TN RA APPROVED 2025-08-21
  • IL RA
    APPROVED
    Since 2025-08-21
  • TN RA
    APPROVED
    Since 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

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 05/2025 Present
First Trust Advisors L.P. Wheaton IL 05/2025 Present
Round Two Hollywood Los Angeles CA 02/2016 04/2020
Sunny Days Adhc Los Angeles CA 06/2016 06/2022
Caleo Capital Remote CA 06/2022 08/2022
Galaxy Venture Capital Santa Barbara CA 08/2022 06/2023
Southern California Edison Santa Barbara CA 06/2023 09/2023
Padgea Boston MA 09/2023 03/2025
Valoo San Francisco CA 04/2025 05/2025
  • 05/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 05/2025 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 02/2016 → 04/2020
    Round Two Hollywood
    Los Angeles, CA
  • 06/2016 → 06/2022
    Sunny Days Adhc
    Los Angeles, CA
  • 06/2022 → 08/2022
    Caleo Capital
    Remote, CA
  • 08/2022 → 06/2023
    Galaxy Venture Capital
    Santa Barbara, CA
  • 06/2023 → 09/2023
    Southern California Edison
    Santa Barbara, CA
  • 09/2023 → 03/2025
    Padgea
    Boston, MA
  • 04/2025 → 05/2025
    Valoo
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-21
  • S65 Uniform Investment Adviser Law Examination
    2025-08-21

View on SEC IAPD

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Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

More in Franklin, TN

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