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Calvin Don Bryant

Envestnet Pmc

Berwyn, PA

Frisco, TX

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Current Employers
Envestnet Pmc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-09-12
TX RA APPROVED 2015-01-29
  • IL RA
    APPROVED
    Since 2022-09-12
  • TX RA
    APPROVED
    Since 2015-01-29

Branch Locations

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

Frisco, TX • 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 10/2014 Present
  • 10/2014 → Present
    Envestnet Asset Management, Inc.
    Chicago, IL
Previous Registrations
  • 2002-04-24 → 2014-12-31
    Placemark Investments, Inc.
    Dallas, TX
    Addison, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-01
S63 Uniform Securities Agent State Law Examination 1999-09-09
  • S66 Uniform Combined State Law Examination
    2001-05-01
  • S63 Uniform Securities Agent State Law Examination
    1999-09-09
Designations

View on SEC IAPD

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