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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-10 |
| IL | RA | APPROVED | 2017-08-21 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chattanooga Symphony & Opera | Chattanooga | TN | 02/2017 | 06/2017 |
| Unemployed | Chattanooga | TN | 11/2016 | 02/2017 |
| Hardwick Clothes | Cleveland | TN | 09/2014 | 11/2016 |
| First Trust Advisors L.P. | Wheaton | IL | 06/2017 | Present |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2017 | Present |
OTHER BUSINESS NAME: PBYC. LOCATION: ORLANDO, FL. NATURE OF BUSINESS: LEASING BOAT TO CHARTER COMPANY. POSITION OR TITLE: OWNER. RESPONSIBILITIES: SUBLET BOAT CHARTER MANAGEMENT. START DATE: NOV 17, 2025. INVESTMENT-RELATED: NO. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
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