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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-25 |
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 | 02/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2025 | Present |
| Guggenheim Investments | Chicago | IL | 06/2024 | 08/2024 |
| Moveable Feast | Wheaton | IL | 02/2022 | 05/2024 |
| What Time Is It | Wheaton | IL | 10/2024 | 01/2025 |
| Wheaton College | Wheaton | IL | 08/2021 | 12/2024 |
| Homeschool | Warrenville | IL | 07/2016 | 11/2016 |
| Landing Middle School | Wellington | FL | 11/2016 | 06/2017 |
| Wellington Community High | Wellington | FL | 06/2017 | 06/2020 |
| Great Lakes Eye Care | St Joseph | MI | 02/2021 | 07/2021 |
| Barnis | Deerfield Beach | FL | 06/2020 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
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