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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 07/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 07/2025 | Present |
| Indiana University | Bloomington | IN | 08/2021 | 05/2025 |
| Fs Investments | Philadelphia | PA | 06/2024 | 08/2024 |
| Avalon Seafood Llc | Avalon | NJ | 05/2023 | 08/2023 |
| Compass Re | Avalon | NJ | 05/2022 | 08/2022 |
| Polpo | Avalon | NJ | 05/2021 | 08/2021 |
| Moorestown High School | Moorestown | NJ | 09/2017 | 06/2021 |
| Wawa | Avalon | NJ | 05/2019 | 08/2020 |
| Unemployed | Moorestown | NJ | 07/2015 | 09/2017 |
| Beach Caddy | Avalon | NJ | 05/2018 | 08/2018 |
| Isabel'S Cafe | Avalon | NJ | 05/2017 | 08/2017 |
OTHER BUSINESS NAME: UNCOVERED SHORTS. LOCATION: NONE. NATURE OF BUSINESS: TRIVIA GAME APP. POSITION OR TITLE: PARTNER. RESPONSIBILITIES: CREATE AND UPLOAD DAILY TRIVIA QUESTIONS. START DATE: JUN 22, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 25-30.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
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