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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-11-04 |
| IL | RA | APPROVED | 2022-11-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Symmetry Partners, Llc | Glastonbury | CT | 12/2014 | 08/2019 |
| Symmetry Partners, Llc | Glastonbury | CT | 08/2019 | 06/2022 |
| Envestnet Asset Management, Inc. | Chicago | IL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-04 |
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