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Kipp Richard Cormier

Envestnet Portfolio Solutions, Inc.

Boston, MA

Berwyn, PA

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Current Employers
Envestnet Portfolio Solutions, Inc.

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-07-20
  • MA RA
    APPROVED
    Since 2011-07-20

Branch Locations

Boston, MA • United States

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • 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
Envestnet Portfolio Solutions, Inc. Chicago IL 07/2011 Present
Portfolio Brokerage Services, Inc. Boston MA 08/2012 12/2019
Envestnet Asset Management, Inc. Chicago IL 07/2011 Present
  • 07/2011 → Present
    Envestnet Portfolio Solutions, Inc.
    Chicago, IL
  • 08/2012 → 12/2019
    Portfolio Brokerage Services, Inc.
    Boston, MA
  • 07/2011 → Present
    Envestnet Asset Management, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-26
  • S65 Uniform Investment Adviser Law Examination
    2008-09-26

View on SEC IAPD

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