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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-18 |
| IL | RA | APPROVED | 2025-12-17 |
Branch Locations
500 Meridian Blvd Suite 500, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 11/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 11/2025 | Present |
| Home Depot | Atlanta | GA | 08/2022 | 10/2025 |
| Goldman Sachs | Salt Lake City | UT | 01/2022 | 08/2022 |
| Mercades Benz | Vance | AL | 06/2019 | 12/2021 |
| Auburn University | Auburn | AL | 08/2014 | 06/2019 |
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