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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2011-07-25 |
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 | 07/2011 | Present |
OTHER BUSINESS NAME: UPWORK INC. LOCATION: REMOTE. NATURE OF BUSINESS: INDEPENDENT CONSULTING CONTRACTOR. POSITION OR TITLE: CONTRACTOR. RESPONSIBILITIES: CONSULT CLIENT ON DIRECTIONS THAT WISH TO TAKE THEIR PROJECTS. START DATE: JUN 01, 2026. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 40.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-27 |
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