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Matthew Aubrey Erickson

Envestnet Pmc

Berwyn, PA

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Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-05-02
  • IL RA
    APPROVED
    Since 2007-05-02

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • 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
OrganizationCityStateFromTo
Envestnet Asset Management, Inc. Chicago IL 09/2005 Present
Portfolio Brokerage Services Denver CO 04/2006 12/2019
  • 09/2005 → Present
    Envestnet Asset Management, Inc.
    Chicago, IL
  • 04/2006 → 12/2019
    Portfolio Brokerage Services
    Denver, CO
Previous Registrations
  • 2003-09-30 → 2005-09-07
    Lasalle Financial Services, Inc.
    Chicago, IL
  • 2001-05-09 → 2003-10-03
    A. G. Edwards & Sons, Inc.
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-12
S63 Uniform Securities Agent State Law Examination 2000-11-10
  • S66 Uniform Combined State Law Examination
    2001-04-12
  • S63 Uniform Securities Agent State Law Examination
    2000-11-10

View on SEC IAPD

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