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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-07-18 |
| IL | RA | APPROVED | 2023-07-14 |
Branch Locations
5000 Meridian Blvd Suite 500, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 06/2023 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 06/2023 | Present |
| Furman University | Greenville | SC | 08/2018 | 05/2022 |
| The Hill School | Pottstown | PA | 08/2014 | 05/2018 |
| Clem Capital Llc | Harrisburg | PA | 07/2022 | Present |
OTHER BUSINESS NAME: CLEM CAPITAL LLC. LOCATION: HARRISBURG, PA. NATURE OF BUSINESS: VENTURE CAPITAL EQUITY. POSITION OR TITLE: VICE PRESIDENT. RESPONSIBILITIES: DUE DILIGENCE OF PRIVATE VENTURE CAPITAL DEALS. START DATE: 07/2022. INVESTMENT-RELATED: YES. HOURS PER MONTH (TOTAL/ DURING MARKET HOURS): 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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