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Karen Ogden

Envest Asset Management, LLC

Dorset, VT

Ridgefield, CT

Dorset, VT

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Current Employers
Envest Asset Management, Llc

Ridgefield, CT • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-02-14
CT RA APPROVED 2022-11-02
  • VT RA
    APPROVED
    Since 2023-02-14
  • CT RA
    APPROVED
    Since 2022-11-02

Branch Locations

Dorset, VT • United States

Ridgefield, CT • United States

Dorset, VT • 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
Guggenheim Securities, Llc New York NY 11/2016 09/2021
Unemployed Ridgefield CT 06/2016 10/2016
Purkiss Capital Advisors, Inc. Ridgefield CT 10/2021 11/2022
Envest Asset Management, Llc Ridgefield CT 11/2022 Present
  • 11/2016 → 09/2021
    Guggenheim Securities, Llc
    New York, NY
  • 06/2016 → 10/2016
    Unemployed
    Ridgefield, CT
  • 10/2021 → 11/2022
    Purkiss Capital Advisors, Inc.
    Ridgefield, CT
  • 11/2022 → Present
    Envest Asset Management, Llc
    Ridgefield, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-31
  • S66 Uniform Combined State Law Examination
    2021-08-31
Designations
Other Names
  • Karen Elizabeth Mccann
  • Karen M Ogden

View on SEC IAPD

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