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Taylor Gerard

First Trust Advisors LP

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-06
  • IL RA
    APPROVED
    Since 2023-10-06

Branch Locations

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Trust Portfolios L.P. Wheaton IL 09/2023 Present
First Trust Advisors L.P. Wheaton IL 09/2023 Present
Kettel Homes London 05/2022 08/2022
Aptire Environmental Provo UT 01/2021 09/2021
Bluemount Inc Lombard IL 05/2020 12/2020
Main Event Warrenville IL 08/2018 08/2019
Unemployed West Chicago IL 09/2013 08/2018
Unemployed West Chicago IL 08/2019 05/2020
Unemployed West Chicago IL 09/2021 05/2022
Unemployed West Chicago IL 08/2022 09/2023
  • 09/2023 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 09/2023 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 05/2022 → 08/2022
    Kettel Homes
    London
  • 01/2021 → 09/2021
    Aptire Environmental
    Provo, UT
  • 05/2020 → 12/2020
    Bluemount Inc
    Lombard, IL
  • 08/2018 → 08/2019
    Main Event
    Warrenville, IL
  • 09/2013 → 08/2018
    Unemployed
    West Chicago, IL
  • 08/2019 → 05/2020
    Unemployed
    West Chicago, IL
  • 09/2021 → 05/2022
    Unemployed
    West Chicago, IL
  • 08/2022 → 09/2023
    Unemployed
    West Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28

View on SEC IAPD

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Other Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
JASON MICHAEL CRUMP
DAVID KEVIN SEITZER
NORMAN CHARLES GARNER
RANDY LEON FLOYD
Julie Marie Cunningham
Nicole Lea Ayers

Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL

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