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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-11 |
Branch Locations
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 | 08/2023 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 08/2023 | Present |
| Cbiz, Inc | Indianapolis | IN | 12/2020 | 08/2023 |
| Bucheri Mccarthy & Metz | Kokomo | IN | 05/2019 | 08/2019 |
| Taylor University | Upland | IN | 05/2019 | 05/2019 |
| Unemployed | Upland | IN | 08/2013 | 05/2019 |
| Unemployed | Kokomo | IN | 08/2019 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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