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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-03 |
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 |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 12/2009 | 12/2022 |
| First Trust Portfolios L.P. | Wheaton | IL | 12/2022 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 12/2022 | Present |
766 N. Gary Ave., unit 109, Carol Stream, IL 60188. Rental property owner and this is not investment-related. My duties include general home maintenance, collecting payments, screening potential tenants and other related property tasks. The anticipated commencement date for this is April 2018. I anticipate spending 2 hours a month on this activity and zero hours during trading hours. I am compensated for this activity. OTHER BUSINESS NAME: PERSONAL RENTAL PROPERTY. LOCATION: CAROL STREAM, IL. NATURE OF BUSINESS: RENTAL PROPERTY PURCHASE. POSITION OR TITLE: LANDLORD. RESPONSIBILITES: COLLECT RENT FROM TENANT. START DATE: APRIL 15, 2018. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/DURING MARKET HOURS): 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-01 |
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