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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 |
| Liberty University | Lynchburg | VA | 08/2022 | 05/2025 |
| First Trust Portfolios L.P. | Wheaton | IL | 05/2024 | 08/2024 |
| Silver Birch Ranch | White Lake | WI | 05/2023 | 08/2023 |
| Red Mountain High School | Mesa | AZ | 01/2019 | 05/2022 |
| Chick-Fil-A | Gilbert | AZ | 03/2020 | 12/2020 |
| Connections Academy | Phoenix | AZ | 08/2018 | 12/2018 |
| Unemployed | Phoenix | AZ | 05/2018 | 08/2018 |
| Greenwood Middle School | Greenwood | IN | 08/2015 | 05/2018 |
| Unemployed | Phoenix | AZ | 12/2018 | 03/2020 |
| Unemployed | Mesa | AZ | 05/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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