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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-30 |
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 |
| Charlotte Christian School | Charlotte | NC | 05/2022 | 08/2022 |
| Charlotte Christian School | Charlotte | NC | 05/2023 | 08/2023 |
| Charlotte Christian School | Charlotte | NC | 08/2013 | 05/2021 |
| Wheaton College | Wheaton | IL | 08/2021 | 05/2025 |
| Unemployed | Charlotte | NC | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
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