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Sarah Lynn Abernathy

Envestnet Retirement Solutions, LLC

Ottumwa, IA

Berwyn, PA

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Current Employers
Envestnet Retirement Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-08-04
IA RA APPROVED 2023-08-04
  • IL RA
    APPROVED
    Since 2023-08-04
  • IA RA
    APPROVED
    Since 2023-08-04

Branch Locations

Ottumwa, IA • 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
Envestnet Financial Technologies Berwyn PA 01/2019 07/2023
Envestnet Retirement Solutions, Llc Chicago IL 08/2023 Present
Foliodynamix Inc. Sacramento CA 02/2009 12/2018
  • 01/2019 → 07/2023
    Envestnet Financial Technologies
    Berwyn, PA
  • 08/2023 → Present
    Envestnet Retirement Solutions, Llc
    Chicago, IL
  • 02/2009 → 12/2018
    Foliodynamix Inc.
    Sacramento, CA
Designations
Other Names
  • Sarah Lynn Bonert

View on SEC IAPD

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