James R Boylan

Current Employers

Focus Advisor Solutions, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-07-24

PA RA
APPROVED

Since 2019-07-24

Branch Locations

Phoenixville, PA • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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

Organization	City	State	From	To
Sei Investments	Wayne	PA	11/2001	06/2019
Sei Investment Management Co.	Oaks	PA	07/2007	06/2019
Focus Advisor Solutions, Llc	Phoenixville	PA	06/2019	Present
Foreside Financial Services, Llc	Phoenixville	PA	04/2020	Present

11/2001 → 06/2019

Sei Investments

Wayne, PA
07/2007 → 06/2019

Sei Investment Management Co.

Oaks, PA
06/2019 → Present

Focus Advisor Solutions, Llc

Phoenixville, PA
04/2020 → Present

Foreside Financial Services, Llc

Phoenixville, PA

Previous Registrations

2008-01-09 → 2019-03-05

Sei Investments Management Corp

Oaks, PA

Other Businesses

1) Focus Advisor Solutions, LLC; Phoenixville, PA; Investment Related; Started 6/28/2019; Consulting; Managing Director; Relationship management and new business development; 200 hours per month with 0 hours during securities trading hours. 2) Rental Property; Non-Investment Related; Cape May, NJ; Beach Rental; Owner; 1/21 Start Date; 2 hours per month, 0 during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-10-15
S65	Uniform Investment Adviser Law Examination	2008-01-08

S63 Uniform Securities Agent State Law Examination

2021-10-15
S65 Uniform Investment Adviser Law Examination

2008-01-08

Other Names

Jim Boylan
James R Boylan
James Richard Boylan

View on SEC IAPD