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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heb | Conroe | TX | 05/2022 | 08/2022 |
| Wisenbaker Builder Services | Houston | TX | 06/2023 | 08/2023 |
| Full Time Education | Montgomery | TX | 08/2014 | 05/2017 |
| Montgomery Aquatic Race Club | Montgomery | TX | 06/2017 | 08/2017 |
| Full Time Education | Montgomery | TX | 08/2017 | 05/2022 |
| Full Time Education | College Station | TX | 08/2022 | 06/2023 |
| Full Time Education | College Station | TX | 08/2023 | 05/2024 |
| Unemployed | Montgomery | TX | 05/2024 | 08/2024 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2024 | 04/2025 |
| First Trust Portfolios L.P. | Wheaton | IL | 05/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-13 |
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