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Todd Douglas Rais

Envestnet Pmc

Berwyn, PA

Denver, CO

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Current Employers
Envestnet Pmc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-06-20
  • CO RA
    APPROVED
    Since 2012-06-20

Branch Locations

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

1801 California St. Suite 2300, Denver, CO 80202 • 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
Envestnet Asset Management, Inc. Denver CO 04/2012 Present
  • 04/2012 → Present
    Envestnet Asset Management, Inc.
    Denver, CO
Previous Registrations
  • 2010-11-10 → 2012-05-11
    Prima Capital Management, Inc.
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-09
  • S65 Uniform Investment Adviser Law Examination
    2010-11-09

View on SEC IAPD

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