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Andrew Brualdi Shalgos

First Trust Advisors LP

Marina Del Rey, CA

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-24
IL RA APPROVED 2022-08-09
  • TX RA
    APPROVED
    Since 2022-10-24
  • IL RA
    APPROVED
    Since 2022-08-09

Branch Locations

Marina Del Rey, CA • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hinsdale Central High School Hinsdale IL 08/2013 05/2017
Villanova University Villanova PA 08/2017 05/2018
University Of Miami Coral Gables FL 08/2018 12/2021
Cucinova Westmont IL 01/2017 05/2017
South Carolina Partners Llc Hinsdale IL 07/2018 07/2020
First National Bank Of South Miami South Miami FL 01/2021 04/2021
Butler National Golf Club Oak Brook IL 05/2016 08/2021
First Trust Portfolios L.P. Wheaton IL 06/2021 07/2021
First Trust Portfolios L.P. Wheaton IL 03/2022 Present
First Trust Advisors L.P. Wheaton IL 03/2022 Present
  • 08/2013 → 05/2017
    Hinsdale Central High School
    Hinsdale, IL
  • 08/2017 → 05/2018
    Villanova University
    Villanova, PA
  • 08/2018 → 12/2021
    University Of Miami
    Coral Gables, FL
  • 01/2017 → 05/2017
    Cucinova
    Westmont, IL
  • 07/2018 → 07/2020
    South Carolina Partners Llc
    Hinsdale, IL
  • 01/2021 → 04/2021
    First National Bank Of South Miami
    South Miami, FL
  • 05/2016 → 08/2021
    Butler National Golf Club
    Oak Brook, IL
  • 06/2021 → 07/2021
    First Trust Portfolios L.P.
    Wheaton, IL
  • 03/2022 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 03/2022 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-06
  • S66 Uniform Combined State Law Examination
    2022-04-06

View on SEC IAPD

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ARCA CAPITAL MANAGEMENT
ARCA INVESTMENT MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AB HHELIO ASSOCIATES, INC.

Other Investors

IRENE GERASIMOS APERGIS
ROBERTO FRANCISCO SANTOS
MATTHEW JOHN MARSHALL
Michael Rodolfo Milla Villarica
CRYSTAL ANNETTE MCMAHON
Rory S Henry
Matthew Scott McEwen
Susan Schmidt Bryant

Other Offices

ARROWROOT FAMILY OFFICE, LLC · MARINA DEL REY, CA
ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
SILICON BEACH WEALTH, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA
ARCA INVESTMENT MANAGEMENT, LLC · MARINA DEL REY, CA
EDWARD JONES · MARINA DEL REY, CA
J.P. MORGAN SECURITIES LLC · MARINA DEL REY, CA
AB HHELIO ASSOCIATES, INC. · MARINA DEL REY, CA

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