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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 2024-04-09
  • IL RA
    APPROVED
    Since 2024-04-09

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 10/2023 Present
First Trsut Advisors L.P. Wheaton IL 10/2023 Present
First Trust Portfolios L.P. Wheaton IL 06/2022 08/2022
University Of Illinois Champaign IL 08/2019 05/2023
Citgo Petroleum Corporation Refinery Lemont IL 05/2020 09/2020
District 4 Addison IL 06/2019 08/2021
Fenwich High School Oak Park IL 08/2015 05/2019
Unemployed Addison IL 05/2019 08/2019
Unemployed Addison IL 05/2023 10/2023
  • 10/2023 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 10/2023 → Present
    First Trsut Advisors L.P.
    Wheaton, IL
  • 06/2022 → 08/2022
    First Trust Portfolios L.P.
    Wheaton, IL
  • 08/2019 → 05/2023
    University Of Illinois
    Champaign, IL
  • 05/2020 → 09/2020
    Citgo Petroleum Corporation Refinery
    Lemont, IL
  • 06/2019 → 08/2021
    District 4
    Addison, IL
  • 08/2015 → 05/2019
    Fenwich High School
    Oak Park, IL
  • 05/2019 → 08/2019
    Unemployed
    Addison, IL
  • 05/2023 → 10/2023
    Unemployed
    Addison, 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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