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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-19 |
| TX | RA | APPROVED | 2022-06-19 |
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 |
|---|---|---|---|---|
| Taylor University | Upland | IN | 08/2014 | 06/2017 |
| Taylor University | Upland | IN | 06/2017 | 08/2017 |
| Taylor University | Upland | IN | 08/2017 | 01/2018 |
| Bottom-Line Performance | Indianapolis | IN | 02/2018 | 03/2018 |
| Taylor University | Upland | IN | 01/2018 | 06/2018 |
| Bottom-Line Performance | Indianapolis | IN | 06/2018 | 08/2019 |
| Wright Medical | Indianapolis | IN | 08/2019 | 02/2021 |
| Integri Data | New York | NY | 02/2021 | 05/2022 |
| First Trust Portfolios | Wheaton | IL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-20 |
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