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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-11 |
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 | 05/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 05/2026 | Present |
| Salesforce | San Francisco | CA | 09/2025 | 05/2026 |
| Jamf | Minneapolis | MN | 03/2024 | 08/2025 |
| St Rita High School | Chicago | IL | 08/2018 | 05/2022 |
| Wabash College | Crawfordsville | IN | 08/2022 | 12/2022 |
| College Of Dupage | Glen Ellyn | IL | 01/2023 | 05/2023 |
| Unemployed | Lemont | IL | 05/2016 | 08/2018 |
| Signature Property Group | Woodridge | IL | 07/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-07 |
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