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Brett A Greenfield

Investment Research Partners

Lemont, PA

Avail Investment Partners, LLC

Lemont, PA

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Current Employers
Investment Research Partners

801-1 Pike Street, Lemont, PA 16851 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-07
PA RA APPROVED 2019-11-21
  • VA RA
    APPROVED
    Since 2025-10-07
  • PA RA
    APPROVED
    Since 2019-11-21

Branch Locations

801-1 Pike Street, Lemont, PA 16851 • United States

Avail Investment Partners, Llc

801-1 Pike Street, Lemont, PA 16851 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-06
MA RA APPROVED 2021-12-01
PA RA APPROVED 2021-10-29
  • VA RA
    APPROVED
    Since 2025-10-06
  • MA RA
    APPROVED
    Since 2021-12-01
  • PA RA
    APPROVED
    Since 2021-10-29

Branch Locations

801-1 Pike Street, Lemont, PA 16851 • 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
Assetmark, Inc. Concord CA 09/2015 11/2019
Investment Research Partners, Llc Lemont PA 11/2019 Present
Avail Investment Partners Lemont PA 09/2021 Present
  • 09/2015 → 11/2019
    Assetmark, Inc.
    Concord, CA
  • 11/2019 → Present
    Investment Research Partners, Llc
    Lemont, PA
  • 09/2021 → Present
    Avail Investment Partners
    Lemont, PA
Previous Registrations
  • 2015-11-11 → 2019-11-13
    Assetmark, Inc.
    State College, PA
    Concord, CA
  • 2013-07-09 → 2015-10-01
    Aris Wealth Services Inc
    State College, PA
  • 2012-09-26 → 2013-07-22
    Fnb Wealth Management
    State College, PA
  • 2006-12-19 → 2009-09-23
    Aris Wealth Services Inc
    State College, PA
Other Businesses

Investment Research Partners, LLC Partner Registered Investment Advisor 11/2019

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-11-04
S65 Uniform Investment Adviser Law Examination 2002-11-04
  • S63 Uniform Securities Agent State Law Examination
    2002-11-04
  • S65 Uniform Investment Adviser Law Examination
    2002-11-04

View on SEC IAPD

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Other Offices

AVAIL INVESTMENT PARTNERS, LLC · LEMONT, PA
MCCLARREN FINANCIAL ADVISORS · STATE COLLEGE, PA
TLC GROUP INVESTMENT ADVISORS, LLC · STATE COLLEGE, PA
TLC GROUP INVESTMENT ADVISORS, LLC · STATE COLLEGE, PA
OSAIC WEALTH, INC. · STATE COLLEGE, PA
INVESTED ADVISORS · STATE COLLEGE, PA
WELLS FARGO CLEARING SERVICES, LLC · STATE COLLEGE, PA
BROOKSTONE WEALTH ADVISORS, LLC · State College, PA

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