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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-23 |
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 | 12/2022 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 12/2022 | Present |
| University Of Dayton | Dayton | OH | 08/2018 | 05/2022 |
| Montini Catholic High School | Lombard | IL | 08/2014 | 05/2018 |
| Law Offices Of Paul P. Moreschi | Oak Brook Terrace | IL | 06/2021 | 08/2021 |
| Rose Builders | N/A | IL | 05/2020 | 08/2020 |
| Doordash | Oak Brook | IL | 08/2019 | 12/2022 |
| Mullins Food Products | Broadview | IL | 06/2016 | 08/2019 |
OTHER BUSINESS NAME: FOUR KINS, LLC. LOCATION: DOWNERS GROVE, IL. NATURE OF BUSINESS: REAL ESTATE HOLDINGS. POSITION OR TITLE: VOTING MEMBER. RESPONSIBILITES: CASTING VOTES. START DATE: JAN 9, 2024. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-26 |
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