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Advisor at ENVESTNET PMC
BERWYN, PA | LEHI, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ENVESTNET PMC | Independent wealth | Jan 17, 2025 | n/a | yes | BERWYN, PA|LEHI, UT | Current employment |
| MEEDER ADVISORY SERVICES, INC. | Independent wealth | Jan 24, 2023 | Jan 8, 2024 | no | DUBLIN, OH | Previous registration |
| BMO ASSET MANAGEMENT CORP. | Other adviser | Feb 19, 2021 | Feb 4, 2022 | no | LEHI, UT|CHICAGO, IL | Previous registration |
| BMO ASSET MANAGEMENT CORP. | Other adviser | Jan 19, 2016 | Dec 31, 2020 | no | Elkhorn, WI|CHICAGO, IL | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Jan 4, 2007 | Apr 1, 2011 | no | MENOMONEE FALLS, WI | Previous registration |
| STRONG CAPITAL MANAGEMENT INC | n/a | Jan 12, 2001 | Jan 12, 2005 | no | MENOMONEE FALLS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEEDER ADVISORY SERVICES, INC. | ENVESTNET PMC | Jan 8, 2024 | Jan 17, 2025 | 375 | Firm change | RIA to RIA |
| BMO ASSET MANAGEMENT CORP. | MEEDER ADVISORY SERVICES, INC. | Feb 4, 2022 | Jan 24, 2023 | 354 | Firm change | Other |
| ALLSPRING FUNDS MANAGEMENT, LLC | BMO ASSET MANAGEMENT CORP. | Apr 1, 2011 | Jan 19, 2016 | 1,754 | Firm change after gap | Other |
| STRONG CAPITAL MANAGEMENT INC | ALLSPRING FUNDS MANAGEMENT, LLC | Jan 12, 2005 | Jan 4, 2007 | 722 | Bulk transfer | Other |