Best Investors Account Sign in
Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-29
IL RA APPROVED 2021-04-26
  • TX RA
    APPROVED
    Since 2022-03-29
  • IL RA
    APPROVED
    Since 2021-04-26

Branch Locations

Dallas, TX • 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
J.P. Morgan Securities Llc Chicago IL 08/2020 04/2021
Morgan Stanley Madison WI 06/2017 08/2017
Groupon Chicago IL 07/2019 07/2020
Potbelly Sandwich Works Chicago IL 06/2018 08/2018
University Of Wisconsin Madison WI 09/2015 05/2019
Unemployed Glen Ellyn IL 06/2019 06/2019
First Trust Portfolios L.P. Wheaton IL 04/2021 Present
First Trust Advisors L.P. Wheaton IL 04/2021 Present
  • 08/2020 → 04/2021
    J.P. Morgan Securities Llc
    Chicago, IL
  • 06/2017 → 08/2017
    Morgan Stanley
    Madison, WI
  • 07/2019 → 07/2020
    Groupon
    Chicago, IL
  • 06/2018 → 08/2018
    Potbelly Sandwich Works
    Chicago, IL
  • 09/2015 → 05/2019
    University Of Wisconsin
    Madison, WI
  • 06/2019 → 06/2019
    Unemployed
    Glen Ellyn, IL
  • 04/2021 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 04/2021 → Present
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-26
S63 Uniform Securities Agent State Law Examination 2020-10-22
  • S65 Uniform Investment Adviser Law Examination
    2021-04-26
  • S63 Uniform Securities Agent State Law Examination
    2020-10-22
Other Names
  • Will Daniel Dodillet
  • Will Dodillet
  • William Daniel Dodillet

View on SEC IAPD

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor