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Josiah Lindquist

First Trust Advisors LP

Franklin, TN

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
TN RA APPROVED 2023-09-06
IL RA APPROVED 2021-08-30
  • TN RA
    APPROVED
    Since 2023-09-06
  • IL RA
    APPROVED
    Since 2021-08-30

Branch Locations

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • 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
Taylor University Upland IN 08/2015 05/2018
First Trust Advisors Wheaton IL 05/2017 08/2017
Graystone Consulting Barrington IL 06/2018 09/2018
15Five Raleigh NC 09/2018 05/2019
First Trust Portfolios L.P. Wheaton IL 06/2019 Present
First Trust Advisors L.P. Wheaton IL 08/2020 Present
  • 08/2015 → 05/2018
    Taylor University
    Upland, IN
  • 05/2017 → 08/2017
    First Trust Advisors
    Wheaton, IL
  • 06/2018 → 09/2018
    Graystone Consulting
    Barrington, IL
  • 09/2018 → 05/2019
    15Five
    Raleigh, NC
  • 06/2019 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 08/2020 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
  • S66 Uniform Combined State Law Examination
    2021-08-27
Other Names
  • Josiah John Lindquist

View on SEC IAPD

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Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

More in Franklin, TN

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