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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-01 |
| IL | RA | APPROVED | 2023-08-01 |
Branch Locations
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-08 |
| IL | RA | APPROVED | 2021-07-08 |
Branch Locations
South Glastonbury, CT • United States
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 |
|---|---|---|---|---|
| Symmetry Partners, Llc | Glastonbury | CT | 04/2006 | 12/2017 |
| Symmetry Partners, Llc | Glastonbury | CT | 12/2017 | 09/2020 |
| Envestnet Pmc | Chicago | IL | 09/2020 | Present |
| Envestnet Retirement Solutions, Llc | Chicago | IL | 12/2022 | Present |
Fiduciary Exchange LLC (FIDx). Yes - Investment Related; however, they are not an RIA. FIDx is a technology firm that operates in the insurance and financial advisory sectors. Address: 1000 Chesterbrook Blvd, Suite 135, Berwyn, PA 19312. I will represent Envestnet's investment in FIDx on their board. Board Member. Start Date: 11/16/2023. No more than 10 hours per month (approx.). I will be representing Envestnet's interest in the company FIDx. Franklin Templeton - One Franklin Parkway, San Mateo, CA 94403-1906. FT Private Markets RIA Advisory Council-Advisory to share insights on private markets in the wealth ecosystem. No authority; discussion forum. Start Date: 04/06/2026. <1 hour per week (approx.). No compensation.
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