O'BRIEN SHELLY S appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. O'BRIEN SHELLY S appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | QRG CAPITAL MANAGEMENT, INC. | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | BERWYN, PA |
| — | Form ADV | ENVESTNET RETIREMENT SOLUTIONS, LLC | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | BERWYN, PA |
| — | Form ADV | ENVESTNET PORTFOLIO SOLUTIONS, INC. | SECRETARY | BERWYN, PA |
| — | Form ADV | ENVESTNET ASSET MANAGEMENT, INC. | EVP/GENERAL COUNSEL/SECRETARY | BERWYN, PA |
| — | Form ADV | FDX ADVISORS, INC. | CHIEF LEGAL OFFICER, GENERAL COUNSEL, SECRETARY | BERWYN, PA |
| — | Form ADV | PORTFOLIO MANAGEMENT CONSULTANTS, INC. | EVP/GENERAL COUNSEL/SECRETARY | DENVER, CO |
| — | Form ADV | OBERON FINANCIAL TECHNOLOGY, INC. | EVP/GENERAL COUNSEL/SECRETARY | SUNNYVALE, CA |
| — | Form ADV | ERS, INC. | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | ENVESTNET EMBEDDED ADVISORY, INC. | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | CHICAGO, IL |