This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FIRST TRUST ADVISORS LP

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65

First exam

Jun 30, 2023

First registration

Jul 13, 2023

Dual registered

no

Other names

George Robert Schmelzle

IAPD individual key

7342792

• Occurred

  Dec 7, 2023
  Advisor changed firm

  George Schmelzle left Gyroscope Capital Management Group Llc for First Trust Investment Solutions L.P. (registered 2023-10-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09acec10-d0d4-e4e7-6904-1356a1c6b2c0

First observed

Jul 13, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.