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Advisor at SEI INVESTMENTS MANAGEMENT CORP
Chicago, IL | OAKS, PA
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 |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Jan 4, 2024 | n/a | yes | Chicago, IL|OAKS, PA | Current employment |
| FIDUCIENT ADVISORS LLC | Mixed wealth | Dec 19, 2022 | Jan 29, 2024 | no | Waukesha, WI|CHICAGO, IL | Previous registration |
| PNC CAPITAL ADVISORS LLC | Other adviser | May 2, 2013 | Mar 30, 2022 | no | MILWAUKEE, WI | Previous registration |
| PNC CAPITAL ADVISORS LLC | Other adviser | Apr 11, 2012 | Sep 14, 2012 | no | MILWAUKEE, WI | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 13, 2009 | May 25, 2010 | no | MILWAUKEE, WI|MILWAUKEE, WI|THIENSVILLE, WI|MILWAUKEE, WI|MENOMONEE FALLS, WI|PEWAUKEE, WI|WAUWATOSA, WI|WAUKESHA, WI|KEWASKUM, WI | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jul 23, 2008 | Nov 13, 2009 | no | KEWASKUM, WI|PEWAUKEE, WI|WAUWATOSA, WI|WAUKESHA, WI|MENOMONEE FALLS, WI | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 24, 2004 | Mar 24, 2004 | no | NEW YORK, NY|WAUKESHA, WI|WAUKESHA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | SEI INVESTMENTS MANAGEMENT CORP | Jan 29, 2024 | Jan 4, 2024 | -25 | Firm change | Other |
| PNC CAPITAL ADVISORS LLC | FIDUCIENT ADVISORS LLC | Mar 30, 2022 | Dec 19, 2022 | 264 | Firm change | Other |
| PNC WEALTH MANAGEMENT | PNC CAPITAL ADVISORS LLC | May 25, 2010 | Apr 11, 2012 | 687 | Firm change after gap | Other |
| NATCITY INVESTMENTS, INC. | PNC WEALTH MANAGEMENT | Nov 13, 2009 | Nov 13, 2009 | 0 | Bulk transfer | Other |
| EQUITABLE ADVISORS, LLC | NATCITY INVESTMENTS, INC. | Mar 24, 2004 | Jul 23, 2008 | 1,582 | Firm change after gap | Other |