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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial, Inc. | Austin | TX | 06/2016 | 11/2017 |
| Symmetry Partners, Llc | Glastonbury | CT | 10/2017 | 06/2021 |
| Northern Lights Distributors, Llc | Omaha | NE | 01/2018 | 03/2018 |
| Foreside Financial Services, Llc | Austin | TX | 08/2018 | 06/2021 |
| Horizon Investments Llc | Austion | TX | 06/2021 | 01/2023 |
| Quasar Distributors, Llc | Austin | TX | 08/2021 | 01/2023 |
| Assetmark Financial Holdings, Inc. | Austin | TX | 01/2023 | 10/2025 |
| Assetmark Brokerage Llc | Austin | TX | 01/2023 | 10/2025 |
| Unemployed | Austin | TX | 11/2025 | 12/2025 |
| Envestnet, Inc | Berwyn | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-23 |
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