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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 01/2016 | 08/2017 |
| Bancorp Bank | Wilmington | DE | 09/2017 | 05/2019 |
| Envestnet Analytics | Berwyn | PA | 06/2019 | Present |
| Envestnet Asset Management, Inc. | Berwyn | PA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-09 |
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