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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-20 |
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 | 02/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2026 | Present |
| Surgy Nurse | Western Springs | IL | 06/2022 | Present |
| Raimondo, Allahan & Associates. | Des Plaines | IL | 06/2024 | 08/2024 |
| Illinios Wesleyan University | Bloomington | IL | 08/2021 | 06/2025 |
| St Laurence High School | Burbanlc | IL | 08/2017 | 06/2021 |
| Martio Jr High | New Lenox | IL | 08/2015 | 06/2017 |
OTHER BUSINESS NAME: SURGY NURSE INC. LOCATION: WESTERN SPRINGS, IL. NATURE OF BUSINESS: HEALTHCARE. POSITION OR TITLE: BOOKKEEPING. RESPONSIBILITIES: ASSIST WITH INVOICING AND VERIFYING ACCOUNTS RECEIVABLE. START DATE: 06, 2022. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-05 |
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