Best Investors Account Sign in
Inactive

Christopher Joseph Dorff

Envestnet Pmc

West Linn, OR

Berwyn, PA

Claim This Profile
Current Employers
Envestnet Pmc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-08-26
PA RA APPROVED 2026-08-26
  • OR RA
    APPROVED
    Since 2026-08-26
  • PA RA
    APPROVED
    Since 2026-08-26

Branch Locations

West Linn, OR • United States

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • 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
Principal Life Insurance Company Denver CO 03/2020 07/2022
Principal Securities Inc Denver CO 03/2020 07/2022
Wdmcs West Des Moines IA 06/2015 03/2020
Cetera Advisor Networks Llc El Segundo CA 07/2022 12/2023
Cetera Advisors Llc Greenwood Village CO 07/2022 12/2023
Cetera Financial Specialists Llc Schaumburg IL 07/2022 06/2026
Cetera Investment Services Llc St Cloud MN 07/2022 12/2023
First Allied Securities Inc San Diego CA 07/2022 09/2022
Lincoln Norwalk IA 05/2021 07/2022
Cetera Investment Advisers Llc Schaumburg IL 06/2023 06/2026
Envestnet Asset Management, Inc. Berwyn PA 06/2026 Present
  • 03/2020 → 07/2022
    Principal Life Insurance Company
    Denver, CO
  • 03/2020 → 07/2022
    Principal Securities Inc
    Denver, CO
  • 06/2015 → 03/2020
    Wdmcs
    West Des Moines, IA
  • 07/2022 → 12/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2022 → 12/2023
    Cetera Advisors Llc
    Greenwood Village, CO
  • 07/2022 → 06/2026
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 07/2022 → 12/2023
    Cetera Investment Services Llc
    St Cloud, MN
  • 07/2022 → 09/2022
    First Allied Securities Inc
    San Diego, CA
  • 05/2021 → 07/2022
    Lincoln
    Norwalk, IA
  • 06/2023 → 06/2026
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 06/2026 → Present
    Envestnet Asset Management, Inc.
    Berwyn, PA
Previous Registrations
  • 2023-06-29 → 2026-06-26
    Cetera Investment Advisers Llc
    Southlake, TX
    Bala Cynwyd, PA
    Southlake, TX
    Norwalk, IA
    Niles, MI
    Tualatin, OR
    West Linn, OR
  • 2022-08-11 → 2023-06-29
    Cetera Wealth Services, Llc
    El Segundo, CA
    Norwalk, IA
    West Des Moines, IA
    Bala Cynwyd, PA
  • 2021-05-05 → 2022-07-19
    Osaic Fa, Inc.
    Denver, CO
    Irvine, CA
    Norwalk, IA
    Billings, MT
  • 2020-05-26 → 2021-05-07
    Principal Securities, Inc.
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-21
  • S66 Uniform Combined State Law Examination
    2020-05-21
Designations

View on SEC IAPD

More in West Linn, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor