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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-10 |
| IL | RA | APPROVED | 2026-03-25 |
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 | 09/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 09/2025 | Present |
| Third Rock | Boston | MA | 01/2025 | 04/2025 |
| Rmr Group | Newton | MA | 06/2024 | 08/2024 |
| Bpda | Boston | MA | 06/2023 | 08/2023 |
| Lawncraft | Dayton | MN | 06/2020 | 08/2022 |
| Buffalo High School | Buffalo | MN | 08/2017 | 05/2021 |
| Boston College | Boston | MA | 08/2021 | 05/2025 |
| Unemployed | Boston | MA | 05/2025 | 09/2025 |
| Unemployed | Hanover | MN | 09/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-25 |
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