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Advisor at FIRST TRUST ADVISORS LP
BOSTON, MA | WHEATON, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | Asset manager | Nov 25, 2024 | n/a | yes | WHEATON, IL|BOSTON, MA | Current employment |
| FIRST TRUST DIRECT INDEXING | Former SEC adviser | Jun 16, 2024 | Dec 19, 2024 | no | BOSTON, MA|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST TRUST DIRECT INDEXING | FIRST TRUST ADVISORS LP | Dec 19, 2024 | Nov 25, 2024 | -24 | Channel change | Other |