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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2005-05-25 |
Branch Locations
35 E. Wacker Dr. Suite 1600, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Asset Management, Inc. | Chicago | IL | 04/2002 | Present |
Ategenos Capital LLC ("Ategenos")| Yes |1000 Chesterbrook Boulevard, Suite 102, Berwyn, PA 19312 | They are a Registered Investment Advisor | Board Member | Envestnet Inc. has a greater than 25% financial interest in Ategenos Capital LLC ("Ategenos") | 05/12/2025 | approx. 9 -12 hours per month | 0 hours during trading hours | I will be representing Envestnet's interests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-24 |
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