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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-02-01 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Morristown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 01/2012 | Present |
OTHER BUSINESS NAME: BD ADVENTURES, LLC. LOCATION: SEA BRIGHT, NJ. NATURE OF BUSINESS: LOCATION IS UNDER RENOVATION TO BECOME A RESTAURANT. POSITION OR TITLE: INVESTOR. RESPONSIBILITIES: INVESTOR. START DATE: MAY 01, 2024. INVESTMENT-RELATED: YES. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0. OTHER BUSINESS NAME: NEXT CHAPTER CONSULTING LLC. LOCATION: BRIELLE, NJ. NATURE OF BUSINESS: CONSULTING BUSINESS. POSITION OR TITLE: MANAGING MEMBER. RESPONSIBILITIES: LOOK FOR POTENTIAL NEW REAL ESTATE. START DATE: AUG 03, 2026. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-22 |
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