ENVESTNET MONEYGUIDE, INC.

Company Details

Entity Name:	ENVESTNET MONEYGUIDE, INC.
Jurisdiction:	FLORIDA
Filing Type:	Foreign Profit Corporation
Status:	Active
Date Filed:	12 Sep 2023 (a year ago)
Document Number:	F23000005441
FEI/EIN Number	83-4550049
Address:	1588 Oakbridge Terrace, Powhatan, VA 23139
Mail Address:	1588 Oakbridge Terrace, Powhatan, VA 23139
Place of Formation:	DELAWARE

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

Director

Name	Role	Address
Crager, Bill	Director	1588 Oakbridge Terrace, Powhatan, VA 23139

President

Name	Role	Address
Crager, Bill	President	1588 Oakbridge Terrace, Powhatan, VA 23139

Chief Operating Officer

Name	Role	Address
Evans, Katie	Chief Operating Officer	1588 Oakbridge Terrace, Powhatan, VA 23139

Chief Legal Officer

Name	Role	Address
O'Brien, Shelly	Chief Legal Officer	1588 Oakbridge Terrace, Powhatan, VA 23139

Head of Accounting Management

Name	Role	Address
Cooper, Barry	Head of Accounting Management	1588 Oakbridge Terrace, Powhatan, VA 23139

Group President

Name	Role	Address
Palazzo, Rose	Group President	1588 Oakbridge Terrace, Powhatan, VA 23139

Envestnet Financial Planning

Name	Role	Address
Palazzo, Rose	Envestnet Financial Planning	1588 Oakbridge Terrace, Powhatan, VA 23139

Executive Vice President

Name	Role	Address
Sipp, Thomas	Executive Vice President	1588 Oakbridge Terrace, Powhatan, VA 23139

Business Lines

Name	Role	Address
Sipp, Thomas	Business Lines	1588 Oakbridge Terrace, Powhatan, VA 23139

Chairman

Name	Role	Address
Crager, Bill	Chairman	1588 Oakbridge Terrace, Powhatan, VA 23139

Chief Human Resources Officer

Name	Role	Address
Rosenthal, Sharon	Chief Human Resources Officer	1588 Oakbridge Terrace, Powhatan, VA 23139

Vice President

Name	Role	Address
Cooper, Barry	Vice President	1588 Oakbridge Terrace, Powhatan, VA 23139
Lundrigan, Lori	Vice President	1588 Oakbridge Terrace, Powhatan, VA 23139

Head of Tax

Name	Role	Address
Lundrigan, Lori	Head of Tax	1588 Oakbridge Terrace, Powhatan, VA 23139

General Counsel

Name	Role	Address
O'Brien, Shelly	General Counsel	1588 Oakbridge Terrace, Powhatan, VA 23139

Secretary

Name	Role	Address
O'Brien, Shelly	Secretary	1588 Oakbridge Terrace, Powhatan, VA 23139

Chief Financial Officer

Name	Role	Address
Warren, Josh	Chief Financial Officer	1588 Oakbridge Terrace, Powhatan, VA 23139

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2024-04-16	1588 Oakbridge Terrace, Powhatan, VA 23139	No data
CHANGE OF MAILING ADDRESS	2024-04-16	1588 Oakbridge Terrace, Powhatan, VA 23139	No data

Documents

Name	Date
ANNUAL REPORT	2024-04-16
Foreign Profit	2023-09-12

Date of last update: 09 Jan 2025

Sources: Florida Department of State