Shelly S O'Brien appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Shelly S O'Brien appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-08 | Form ADV | QRG CAPITAL MANAGEMENT, INC. | CORPORATE SECRETARY | BERWYN, PA |
| 2025-12-08 | Form ADV | ENVESTNET RETIREMENT SOLUTIONS, LLC | CORPORATE SECRETARY | BERWYN, PA |
| 2025-11-19 | Form ADV | ENVESTNET PORTFOLIO SOLUTIONS, INC. | CORPORATE SECRETARY | BERWYN, PA |
| 2025-11-19 | Form ADV | ENVESTNET ASSET MANAGEMENT, INC. | CORPORATE SECRETARY | BERWYN, PA |
| 2025-12-08 | Form ADV | FDX ADVISORS, INC. | CORPORATE SECRETARY | BERWYN, PA |