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1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-08-24 |
Branch Locations
1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009 • United States
Carlisle, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vident Advisory, Llc | Alpharetta | GA | 05/2021 | Present |
| Wellington Management Company | Boston | MA | 04/2003 | 03/2020 |
| Vident Financial | Alpharetta | GA | 03/2021 | 05/2021 |
| Unemployed | Carlisle | MA | 04/2020 | 03/2021 |
| Alps Distributors, Inc. | Denver | CO | 02/2024 | Present |
Vident Advisory, LLC; Investment-Related; 1125 Sanctuary Pkwy Suite 515 Alpharetta, GA 30009; RIA; Director of Adviser Solutions; 03/05/2021; 160 HRS/MON; 130 HRS/MON During Trading Hours; Designs and Implements Investment Solutions Manages SMA Platform.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-25 |
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