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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-30 |
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 | 06/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2025 | Present |
| Sikich | Naperville | IL | 01/2025 | 04/2025 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2024 | 08/2024 |
| Sikich | Naperville | IL | 01/2024 | 04/2024 |
| The Dupage Foundation | Downers Grove | IL | 05/2023 | 08/2023 |
| Folding Portition Services | Carol Stream | IL | 05/2023 | 07/2023 |
| Target | Elgin | IL | 04/2022 | 05/2023 |
| Home Depot | Yorkville | IL | 12/2019 | 05/2021 |
| Culvers | Yorkville | IL | 02/2018 | 08/2018 |
| Yorkville High School | Yorkville | IL | 08/2017 | 05/2021 |
| Yorkville Middle School | Yorkville | IL | 06/2015 | 05/2017 |
| Unemployed | Elgin | IL | 08/2024 | 01/2025 |
| Unemployed | Wheaton | IL | 08/2023 | 01/2024 |
| Unemployed | Elgin | IL | 05/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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