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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-17 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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 |
| Safe Storage Usa | Hicksville | NY | 11/2024 | 02/2025 |
| Hope Brothers | Fort Worth | TX | 06/2023 | 10/2024 |
| Chupik Desig | Austin | TX | 04/2015 | 05/2023 |
| Unemployed | Austin | TX | 02/2025 | 06/2025 |
OTHER BUSINESS NAME: COSTA PROPERTY HOLDINGS INC. LOCATION: AUSTIN, TX. NATURE OF BUSINESS: REAL ESTATE PROPERTY MANAGEMENT AND SALES. POSITION OR TITLE: PRESIDENT. RESPONSIBILITIES: COLLECT RENT AND PAY BILLS ON OWNED REAL ESTATE. START DATE: MARCH 20, 2019. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURIG MARKET HOURS): 1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
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