Adrian Enrique Colmenares

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-11-03
CA	RA	APPROVED	2025-10-27

Branch Locations

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

Organization	City	State	From	To
Parametric Portfolio Associates	Boston	MA	11/2021	01/2023
Envestnet Financial Technologies, Inc.	Berwyn	PA	07/2021	11/2021
University Of The Cumberlands (Mba Program - Remote)	Williamsburg	KY	07/2019	07/2021
Envestnet Financial Technologies, Inc.	Berwyn	PA	07/2018	05/2019
Hobart And William Smith Colleges	Geneva	NY	08/2014	05/2018
Concentric	Walnut Creek	CA	05/2025	Present
Envestnet Financial Technologies	Chicago	IL	05/2017	08/2017
Parametric Portfolio Associates	Boston	MA	01/2023	08/2024
Parametric Portfolio Associates	Boston	MA	08/2024	01/2025
Parametric Portfolio Associates	Boston	MA	01/2025	05/2025

11/2021 → 01/2023

Parametric Portfolio Associates

Boston, MA
07/2021 → 11/2021

Envestnet Financial Technologies, Inc.

Berwyn, PA
07/2019 → 07/2021

University Of The Cumberlands (Mba Program - Remote)

Williamsburg, KY
07/2018 → 05/2019

Envestnet Financial Technologies, Inc.

Berwyn, PA
08/2014 → 05/2018

Hobart And William Smith Colleges

Geneva, NY
05/2025 → Present

Concentric

Walnut Creek, CA
05/2017 → 08/2017

Envestnet Financial Technologies

Chicago, IL
01/2023 → 08/2024

Parametric Portfolio Associates

Boston, MA
08/2024 → 01/2025

Parametric Portfolio Associates

Boston, MA
01/2025 → 05/2025

Parametric Portfolio Associates

Boston, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-27