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Geoffrey Dellinger

First Trust Advisors LP

Wheaton, IL

Franklin, TN

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Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-16
IL RA APPROVED 2025-11-11
TX RA APPROVED 2025-11-11
  • TN RA
    APPROVED
    Since 2026-06-16
  • IL RA
    APPROVED
    Since 2025-11-11
  • TX RA
    APPROVED
    Since 2025-11-11

Branch Locations

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

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • 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 06/2025 Present
First Trust Advisors L.P. Wheaton IL 06/2025 Present
Chick-Fil-A Loveland CO 06/2019 07/2021
Olive Garden Phoenix AZ 02/2022 04/2022
Ace Hardware Loveland CO 05/2022 08/2022
Vasa Fitness Phoenix AZ 09/2022 01/2023
City Of Loveland Loveland CO 05/2023 08/2023
Epic Valet Phoenix AZ 11/2023 03/2024
Tipping Point Digital Loveland CO 05/2024 08/2024
Farmers Insurance Greeley CO 05/2024 08/2024
Unemployed Loveland CO 06/2015 06/2019
Unemployed Loveland CO 08/2024 06/2025
Unemployed Loveland CO 08/2023 11/2023
Unemployed Loveland CO 01/2023 05/2023
Unemployed Loveland CO 07/2021 02/2022
  • 06/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 06/2025 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 06/2019 → 07/2021
    Chick-Fil-A
    Loveland, CO
  • 02/2022 → 04/2022
    Olive Garden
    Phoenix, AZ
  • 05/2022 → 08/2022
    Ace Hardware
    Loveland, CO
  • 09/2022 → 01/2023
    Vasa Fitness
    Phoenix, AZ
  • 05/2023 → 08/2023
    City Of Loveland
    Loveland, CO
  • 11/2023 → 03/2024
    Epic Valet
    Phoenix, AZ
  • 05/2024 → 08/2024
    Tipping Point Digital
    Loveland, CO
  • 05/2024 → 08/2024
    Farmers Insurance
    Greeley, CO
  • 06/2015 → 06/2019
    Unemployed
    Loveland, CO
  • 08/2024 → 06/2025
    Unemployed
    Loveland, CO
  • 08/2023 → 11/2023
    Unemployed
    Loveland, CO
  • 01/2023 → 05/2023
    Unemployed
    Loveland, CO
  • 07/2021 → 02/2022
    Unemployed
    Loveland, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
S63 Uniform Securities Agent State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-10-17
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01

View on SEC IAPD

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Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
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