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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-24 |
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 |
|---|---|---|---|---|
| Wheaton North High School | Wheaton | IL | 08/2015 | 08/2019 |
| Glen Oak Country Club | Glen Ellyn | IL | 05/2015 | 12/2022 |
| Veth Group | Wheaton | IL | 02/2021 | 02/2022 |
| Performance Trust Capital Partners | Chicago | IL | 05/2022 | 08/2022 |
| Chicago Golf Club | Wheaton | IL | 08/2022 | 02/2023 |
| First Trust Portfolios L.P. | Wheaton | IL | 02/2023 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2023 | Present |
| Wheaton College | Wheaton | IL | 08/2019 | Present |
OTHER BUSINESS NAME: GLEN OAK COUNTRY CLUB. LOCATION: GLEN ELLYN, IL. NATURE OF BUSINESS: GOLF COURSE. POSITION OT TITLE: HONOR CADDY. RESPONSIBILITIES: HELP CARRY GOLF BAGS. START DATE: MAR 04, 2023. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MAREKT HOURS): 0. OTHER BUSINESS NAME: CHICAGO GULF CLUB. LOCATION: WHEATON, IL. NATURE OF BUSINESS: GOLF COURSE. POSITION OR TITLE: HONOR CADDIE. RESPONSIBILITIES: CARRY GOLF BAGS. START DATE: MARCH, 14 2023. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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