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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-02 |
| IL | RA | APPROVED | 2012-06-13 |
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 | 12/2011 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2012 | Present |
OTHER BUSINESS NAME: FED VENTURES, LLC. LOCATION: N/A. NATURE OF BUSINESS: PASSIVE INVESTMENT. POSITION OR TITLE: MEMBER/PASSIVE INVESTOR. RESPONSIBILITIES: PASSIVE INVESTOR. INVESTMENT-RELATED: YES. HOURS PER MONTH: (TOTAL/DURING MARKET HOURS): 0 TOTAL/NONE DURING MARKET HOURS. OTHER BUSINESS NAME: BLUE OAK VENTURES, LLC. LOCATION: N/A. NATURE OF BUSINESS: PASSIVE INVESTMENT. POSITION OR TITLE: MANAGER. RESPONSIBILITIES: MEMBER/PASSIVE INVESTOR. INVESTMENT-RELATED: YES. HOURS PER MONTH (TOTAL/DURING MARKET HOURS): 0 TOTAL/NONE DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-04 |
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