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Allan Reyes Avena

Envestnet Pmc

Glendale, CA

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Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Glendale, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Santa Monica CA 08/2006 03/2018
Envestnet Asset Management, Inc. Chicago IL 04/2018 Present
  • 08/2006 → 03/2018
    National Planning Corporation
    Santa Monica, CA
  • 04/2018 → Present
    Envestnet Asset Management, Inc.
    Chicago, IL
Previous Registrations
  • 2006-08-31 → 2018-03-19
    National Planning Corporation
    El Segundo, CA
  • 2004-03-22 → 2006-08-28
    Transamerica Financial Advisors, Inc.
    Los Angeles, CA
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-05
S63 Uniform Securities Agent State Law Examination 1997-03-27
  • S65 Uniform Investment Adviser Law Examination
    2001-01-05
  • S63 Uniform Securities Agent State Law Examination
    1997-03-27
Other Names
  • Allan Reyes Avena
  • Allan R Avena

View on SEC IAPD

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