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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-09-21 |
| TX | RA | APPROVED | 2017-09-21 |
Branch Locations
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States
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 |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Austin | TX | 05/2016 | 04/2017 |
| Stuart Nalewaik Insurance Agency | Austin | TX | 03/2016 | 04/2017 |
| First Trust Portfolios L.P. | Wheaton | IL | 05/2017 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
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