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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-10-26 |
| PA | RA | APPROVED | 2021-10-22 |
Branch Locations
1000 Chesterbrook Blvd #250, Berwyn, PA 19312 • United States
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 |
|---|---|---|---|---|
| Robustwealth, Inc. | Lambertville | NJ | 02/2016 | 07/2021 |
| Robustwealth, Inc. | Lambertville | NJ | 02/2016 | 07/2021 |
| Unemployed | New Hope | PA | 08/2021 | 09/2021 |
| Envestnet Pmc | Chicago | IL | 09/2021 | Present |
the name of the other business; Kidas whether the business is investment-related; No the address of the other business; N/A Remote the nature of the other business; AI-powered software for PC that protects children while gaming by monitoring in-game voice and text chats for bullying, online predators, scams, and toxicity your position; Advisory Board Member title, or relationship with the other business; Board Member the start date of your relationship; 03/31/2023 the approximate number of hours/month you devote to the other business; Aprox 15 hours/month the number of hours you devote to the other business during securities trading hours; 0 hours/month and briefly describe your duties relating to the other business; Consulting on product roadmap and user interface of the software.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
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