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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
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 |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 08/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 08/2026 | Present |
| Tcu | Fort Worth | TX | 08/2024 | 08/2026 |
| Baylor University | Waco | TX | 08/2023 | 12/2023 |
| Portsmouth High School | Portsmouth | RI | 08/2016 | 06/2021 |
| 22 Bowens | Newport | RI | 06/2021 | 07/2021 |
| Viti Automation | Tiverton | RI | 07/2021 | 08/2021 |
| Providance Country Day School | East Providence | RI | 09/2021 | 05/2022 |
| Newport Pool Company | Newport | RI | 05/2022 | 08/2023 |
| Black Point Wealth Management | Middletown | RI | 12/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-21 |
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