Enrique Jorge Gelpi

Current Employers

Envestnet Pmc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2018-05-03

SC RA
APPROVED

Since 2018-05-03

Branch Locations

Greenville, SC • 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

Organization	City	State	From	To
Popular Securities - Bppr	San Juan	PR	07/2007	12/2017
Envestnet Asset Management , Inc.	Chicago	IL	01/2018	Present

07/2007 → 12/2017

Popular Securities - Bppr

San Juan, PR
01/2018 → Present

Envestnet Asset Management , Inc.

Chicago, IL

Previous Registrations

2014-03-14 → 2018-01-04

Popular Securities, Llc

San Juan, PR

San Juan, PR

Other Businesses

Business Name: Magnalia Foundation, Investment Related: No , Address: 12460 Crabapple Road, Suite 202-621 Alpharetta, GA 30004, Non-profit, Position: Board Member, Start date: 4/2021, Hours; 1, Describe duties: Attend quarterly and annual meeting (and extraordinary meetings) of the board to review and vote of matters concerning the activities of Magnalia Foundation, Inc.,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-04-15

S66 Uniform Combined State Law Examination

2013-04-15

Other Names

Enrique Jorge Gelpi Abarca

View on SEC IAPD