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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-03 |
| IL | RA | APPROVED | 2007-10-02 |
Branch Locations
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
1801 California St. 23Rd Floor, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Asset Management, Inc. | Chicago | IL | 09/2007 | Present |
| Portfolio Brokerage Services, Inc. | Los Angeles | CA | 09/2007 | 12/2019 |
Featherman Real Estate LLC Non-Investment Related Address: 13163 W LaSalle Circle Lakewood CO 80228 Nature of business: Real estate purchase and rental Position: Owner Start Date: December 2018 - Present Number hours devoted during trading hours: 0 Number hours/month devoted to business: 10 Duties: Managing and purchasing properties for real estate rentals /Featherman Real Estate Ventures, Inc Non-Investment Related Address: 13163 W LaSalle Circle Lakewood CO 80228 Nature of business: Long Term Real estate rental Position: Owner Start Date: January 2020 - Present Number hours devoted during trading hours: 0 Number hours/month devoted to business: 5 Duties: Managing the property for long term real estate rentals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-26 |
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