Inactive

Bonnie Beth Belskis

Confluence Investment Management LLC

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Current Employers

Confluence Investment Management Llc

20 Allen Avenue, Ste 300, Saint Louis, MO 63119 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2018-01-24

IL RA
APPROVED

Since 2018-01-24

Branch Locations

Naperville, IL • 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

Organization	City	State	From	To
First Trust Portfolios L.P.	Lisle	IL	04/2008	07/2017
Confluence Investment Management Llc	St. Louis	MO	01/2018	Present
Unemployed	Naperville	IL	08/2017	12/2017

04/2008 → 07/2017

First Trust Portfolios L.P.

Lisle, IL
01/2018 → Present

Confluence Investment Management Llc

St. Louis, MO
08/2017 → 12/2017

Unemployed

Naperville, IL

Previous Registrations

2011-09-30 → 2017-08-02

First Trust Advisors Lp

Wheaton, IL
2002-11-13 → 2006-07-24

Calamos Advisors Llc

Naperville, IL
2001-11-15 → 2002-09-04

Harrisdirect Llc

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-05-19
S63	Uniform Securities Agent State Law Examination	1993-06-26

S65 Uniform Investment Adviser Law Examination

1997-05-19
S63 Uniform Securities Agent State Law Examination

1993-06-26

Other Names

Nee Moskovitz
Bonnie Beth Moskovitz

View on SEC IAPD

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