| Name: | ENVESTNET PORTFOLIO SOLUTIONS, INC. |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Foreign Corporation |
| Status: | Active |
| Standing: | Good |
| File Date: | 14 Feb 2023 (2 years ago) |
| Organization Date: | 28 Apr 1986 (39 years ago) |
| Authority Date: | 14 Feb 2023 (2 years ago) |
| Last Annual Report: | 05 Jun 2024 (8 months ago) |
| Organization Number: | 1260206 |
| Industry: | Business Services |
| Number of Employees: | Small (0-19) |
| Principal Office: | 1 North Wacker Dr., Suite 1925, Chicago, IL 60606 |
| Place of Formation: | DELAWARE |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Registered Agent |
| Name | Role |
|---|---|
| Sharon Rosenthal | Officer |
| Patrick Marr | Officer |
| Dana D'Auria | Officer |
| Debra DeVoe | Officer |
| Brandon Thomas | Officer |
| Thomas Sipp | Officer |
| Barry Cooper | Officer |
| Name | Role |
|---|---|
| James Fox | President |
| Name | Role |
|---|---|
| Shelly O'Brien | Secretary |
| Name | Role |
|---|---|
| Joshua Warren | Treasurer |
| Name | Role |
|---|---|
| James Fox | Director |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-05 |
| Principal Office Address Change | 2024-06-05 |
| Application for Certificate of Authority(Corp) | 2023-02-14 |
Date of last update: 19 Jan 2025
Sources: Kentucky Secretary of State
