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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States
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 | 03/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 03/2026 | Present |
| Texas State University | San Marcos | TX | 08/2021 | 09/2025 |
| Kingwood High School | Humble | TX | 08/2018 | 08/2021 |
| Unemployed | Humble | TX | 09/2025 | 03/2026 |
| Unemployed | Humble | TX | 03/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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