Inactive

Brad Nicholas Mcilvaine

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Current Employers

Envestnet Pmc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-08-28

PA RA
APPROVED

Since 2025-08-28

Branch Locations

1000 Chesterbrook Blvd. Suite 250, Berwyn, PA 19312 • 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
Prudential Insurance Company Of America	Dresher	PA	03/2015	05/2025
Prudential Annuities Distributors	Dresher	PA	03/2015	07/2022
Pruco Securities, Llc	West Chester	PA	07/2022	05/2025
Unemployed	West Chester	PA	06/2025	07/2025
Envestnet Asset Management, Inc.	Berwyn	PA	07/2025	Present

03/2015 → 05/2025

Prudential Insurance Company Of America

Dresher, PA
03/2015 → 07/2022

Prudential Annuities Distributors

Dresher, PA
07/2022 → 05/2025

Pruco Securities, Llc

West Chester, PA
06/2025 → 07/2025

Unemployed

West Chester, PA
07/2025 → Present

Envestnet Asset Management, Inc.

Berwyn, PA

Previous Registrations

2022-10-31 → 2025-05-19

Pruco Securities, Llc.

Newark, NJ

West Chester, PA

West Chester, PA

Newark, NJ
2015-04-01 → 2020-11-11

Ast Investment Services, Inc.

Shelton, CT
2012-04-20 → 2015-03-27

Pacer Advisors, Inc.

Malvern, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-19

S66 Uniform Combined State Law Examination

2012-04-19

Designations

View on SEC IAPD

Other Firms

ELLIS INVESTMENT PARTNERS, LLC

GREAT VALLEY ADVISOR GROUP, LLC

CREATIVE PLANNING

TRINITY WEALTH MANAGEMENT, LLC

PRINCIPAL SECURITIES, INC.

CARNEGIE WEALTH MANAGEMENT, LLC

ARKADIOS WEALTH ADVISORS

Other Investors

Nicholas Woo-Hsiung Sun

JENNIFER ANN GARRETT

CHRISTIAN GRUDE

DAVID YU-WEN SUN

SAMUEL MARCELINO CARPIN

DEREK ALLEN LEMKE

JONATHAN D SMITH

ROSS BRIAN MULDOON

Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA

MORGAN STANLEY · Berwyn, PA

More in Berwyn, PA

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