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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-02-14 |
Branch Locations
Downers Grove, IL • 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 |
|---|---|---|---|---|
| Jp Morgan Chase | Chicago | IL | 10/2017 | 10/2018 |
| Oak Park Country Club | River Grove | IL | 04/2017 | 09/2017 |
| Los Angeles Angels | Tempe | AZ | 06/2016 | 03/2017 |
| This Is It Furniture | Champaign | IL | 09/2016 | 02/2017 |
| University Of Illinois | Champaign | IL | 08/2012 | 08/2017 |
| Jp Morgan Securities Llc | Chicago | IL | 10/2017 | 12/2019 |
| Jpmorgan Chase Bank, Na | Chicago | IL | 10/2018 | 12/2019 |
| First Trust Portfolios L.P. | Wheaton | IL | 12/2019 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
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