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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • 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 |
| State Street | Clifton | NJ | 02/2025 | 09/2025 |
| Unemployed | Hoboken | NJ | 11/2023 | 02/2025 |
| Ernst & Young | Hoboken | NJ | 11/2021 | 11/2023 |
| Syracuse University | Syracuse | NY | 08/2015 | 07/2021 |
| Unemployed | Hoboken | NJ | 07/2021 | 11/2021 |
OTHER BUSINESS NAME: THE TURF BY PROJECTSCULPT. LOCATION: FORT LAUDERDALE, FL. NATURE OF BUSINESS: GYM. POSITION OR TITLE: LIMITED PARTNER. RESPONSIBILITIES: LIMITED PARTNER/ NON-MANAGING MEMBER. START DATE: NOV 20, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-14 |
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