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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-07 |
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 |
| Sb Management Group | Elmhurst | IL | 05/2024 | Present |
| Butler National Golf Club | Oakbrook | IL | 04/2021 | 08/2024 |
| Great American Exteriors | Elmhurst | IL | 12/2019 | 03/2021 |
| Unemployed | Elmhurst | IL | 06/2015 | 12/2019 |
OTHER BUSINESS NAME: SB MANAGEMENT GROUP LLC. LOCATION: HILLSIDE, IL. NATURE OF BUSINESS: HOST COLLEGE EVENTS. POSITION OR TITLE: CO-FOUNDER. RESPONSIBILITIES: ORGANIZING EVENTS AND SELLING TICKETS. START DATE: JUN 03, 2024. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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