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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-01 |
| PA | RA | APPROVED | 2026-01-01 |
Branch Locations
621 Hillsborough Street, 10Th Floor, Raleigh, NC 27603 • United States
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Granville High School | Creedmoor | NC | 08/2017 | 05/2021 |
| The University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2021 | 05/2025 |
| Unemployed | Youngsville | NC | 06/2025 | 06/2025 |
| Envestnet, Inc. | Raleigh | NC | 07/2025 | Present |
| Envestnet Asset Management, Inc. | Berwyn | PA | 07/2025 | Present |
| G.C. Hawley Middle School | Creedmoor | NC | 08/2014 | 05/2017 |
| Unemployed | Creedmoor | NC | 05/2017 | 08/2017 |
| Unemployed | Creedmoor | NC | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
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