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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-05-18 |
Branch Locations
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2004-10-22 |
Branch Locations
Lake Forest, IL • 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 |
|---|---|---|---|---|
| Portfolio Brokerage Services, Inc. | Chicago | IL | 06/2000 | 12/2019 |
| Envestnet Asset Management, Inc. | Chicago | IL | 06/2000 | Present |
Name of business: Prepare the Way Investment-related: No Business address: Nature of Business: Nonprofit Organization Position/Title: Treasurer State Date: 3/1/19 Ttl # of hours/mo: # of hours/mo (during business hours): 0 Brief description of duties: Oversee books for nonprofit organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-10 |
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