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, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 20, 2009

First registration

Apr 21, 2009

Dual registered

yes, broker-dealer

Other names

ROBERT CARR

IAPD individual key

5586883

• Occurred

  Dec 7, 2023
  Advisor changed firm

  Robert M Carr left Gyroscope Capital Management Group Llc for First Trust Investment Solutions L.P. (registered 2023-10-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c1d9f0be-10dd-4abd-aba9-8187ad10c420

First observed

Apr 21, 2009

Last observed

Sep 14, 2026 7 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.