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230 Scientific Drive Suite 100, Peachtree Corners, GA 30092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2020-06-19 |
| PA | RA | APPROVED | 2019-05-24 |
| NC | RA | APPROVED | 2019-04-10 |
| GA | RA | APPROVED | 2018-05-24 |
| VA | RA | APPROVED | 2018-01-09 |
Branch Locations
230 Scientific Drive Suite 100, Peachtree Corners, GA 30092 • United States
Mankato, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plan Administrators | De Pere | WI | 05/2016 | 06/2017 |
| Actify Investor Retirements, Llc | Green Bay | WI | 07/2017 | Present |
| Vestwell | Mankato | MN | 01/2023 | Present |
VESTWELL; REGIONAL VICE PRESIDENT; INVESTMENT RELATED: NO; 100, La Costa Ln Mankato, MN, USA, 56001 UNITED STATES; VESTWELL IS A 401(K) RECORDKEEPER; ALIGNING WITH PAYROLL COMPANIES TO SELL RECORDKEEPING SERVICES FOR 401(K) PLANS; 2023-01-06; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 160;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 95;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-29 |
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