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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: OUR LADY OF PERPETUAL HELP SCHOOL ENDOWMENT FUND. LOCATION: 1775 GROVE STREET GLENVIEW,IL. NATURE OF BUSINESS: LOCAL SCHOOL ENDOWMENT. POSITION OR TITLE: HEAD OF INVESTMENT COMMITTEE. RESPONSIBILITIES: VOLUNTARY POSITION MANAGING THE ENDOWMENTS INVESTMENT PORTFOLIO. INVESTMENT RELATED: YES. HOURS PER MONTH: 4 HOURS PER MONTH / NONE DURING MARKET HOURS. OTHER BUSINESS NAME: OUR LADY OF PERPETUAL HELP SCHOOL. LOCATION: GLENVIEW, IL. NATURE OF BUSINESS: CATHOLIC SCHOOL. POSITION OR TITLE: PRESIDENT AND CHIEF INVESTMENT OFFICER. RESPONSIBILITIES: DIRECT BOARD MEMBERS IN HOW TO SUPPORT THE OLPH CATHOLIC SCHOOL THROUGH THE SCHOOL ENDOWMENT FUND. START DATE: MAR 31, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 2.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-04 |
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