Best Investors Account Sign in
Inactive

Sharon Helene Gupta

Pathstone

Chicago, IL

Englewood, NJ

Claim This Profile
Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-11-07
  • IL RA
    APPROVED
    Since 2019-11-07

Branch Locations

Chicago, IL • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Dynasty Financial Partners New York NY 08/2017 10/2018
Mcevoy Marketing Chicago IL 09/2015 12/2017
Unemployed Chicago IL 10/2018 02/2019
Inspired Interiors Chicago IL 03/2019 10/2019
Pathstone Boston MA 10/2019 Present
  • 08/2017 → 10/2018
    Dynasty Financial Partners
    New York, NY
  • 09/2015 → 12/2017
    Mcevoy Marketing
    Chicago, IL
  • 10/2018 → 02/2019
    Unemployed
    Chicago, IL
  • 03/2019 → 10/2019
    Inspired Interiors
    Chicago, IL
  • 10/2019 → Present
    Pathstone
    Boston, MA
Previous Registrations
  • 2018-06-12 → 2018-11-12
    Dynasty Wealth Management, Llc
    St. Petersburg, FL
  • 2006-06-12 → 2016-06-07
    Fortigent, Llc
    Rockville, MD
  • 2001-05-04 → 2006-06-12
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-08
  • S65 Uniform Investment Adviser Law Examination
    2001-03-08
Other Names
  • Sharon Helene Mcevoy

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor