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Daniel Matthew Geyer

First Trust Advisors LP

Franklin, TN

Wheaton, IL

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Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-03
TN RA APPROVED 2025-09-03
  • IL RA
    APPROVED
    Since 2025-09-03
  • TN RA
    APPROVED
    Since 2025-09-03

Branch Locations

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • 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 07/2025 Present
First Trust Advisors L.P. Wheaton IL 07/2025 Present
University Of Alabama Tuscaloosa AL 08/2021 05/2025
Applecross Country Club Downingtown PA 05/2021 07/2021
Crop'S Fresh Marketplace Downingtown PA 12/2019 05/2021
Downingtown West High School Downingtown PA 08/2017 06/2021
Downingtown Middle School Downingtown PA 08/2016 06/2017
  • 07/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 07/2025 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 08/2021 → 05/2025
    University Of Alabama
    Tuscaloosa, AL
  • 05/2021 → 07/2021
    Applecross Country Club
    Downingtown, PA
  • 12/2019 → 05/2021
    Crop'S Fresh Marketplace
    Downingtown, PA
  • 08/2017 → 06/2021
    Downingtown West High School
    Downingtown, PA
  • 08/2016 → 06/2017
    Downingtown Middle School
    Downingtown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-21
  • S66 Uniform Combined State Law Examination
    2025-07-21

View on SEC IAPD

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JACOB CARL POWELL

Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

More in Franklin, TN

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