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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-02 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord, Abbett & Co. Llc | Jersey City | NJ | 07/2017 | 06/2025 |
| Boston College | Chestnut Hill | MA | 06/2012 | 05/2017 |
| First Trust Portfolios L.P. | Wheaton | IL | 06/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-14 |
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