Upcoming Events

The MarketCounsel Summit
December 5 – 8, 2016
Fontainebleau, Miami Beach, FL
Host



Past Events

2016

T3 Technology Summit
July 21, 2016
San Francisco, CA
Presenting

Pershing Advisor Solutions | Welcome to Summer Reception
July 14, 2016
The Strand Hotel, New York, NY
Attending

TD Ameritrade Institutional | NYC Best Practices Luncheon
June 21, 2016
Speaking

External IT | Client Advisory Board Meeting
June 15, 2016
Speaking

Pershing INSITE 2016
June 7 – 9, 2016
Hyatt Regency, Orlando, FL
Speaking

Fidelity Operations Summit
June 7, 2016
Speaking

Envestnet 2016 Advisor Summit
May 18 – 20, 2016
Chicago Hilton, Chicago, IL
Speaking

2016 Annual Advisor Conference
May 12 – 13, 2016
The Logan Hotel, Philadelphia, PA
Speaking

Investment Advisors Division Due Diligence Meeting
May 5, 2016
Hyatt Regency, Jersey City, NJ
Speaking

Fidelity Operations Summit
May 5, 2016 | May 10, 2016
Speaking

SIFMA Compliance & Legal Society Annual Seminar
March 13 – 16, 2016
Hilton & Waldorf Astoria Bonnet Creek, Orlando, FL
Attending

IAA Compliance Conference
March 10 – 11, 2016
Hyatt Regency, Washington DC
Attending

TD Ameritrade 2016 National Sales Meeting
February 2, 2016
Orlando World Center Marriott, Orlando, FL
Speaking



2015

The MarketCounsel Summit
December 7 – 10, 2015
Fontainebleau, Miami Beach, FL
Host

Schwab IMPACT
November 10 – 13, 2015
Boston Convention &Exhibition Center, Boston, MA
Attending

SIFMA Compliance and Legal Society New York Regional Seminar
November 2, 2015
Marriott Marquis, New York, NY
Attending

Fidelity Regulatory & Compliance Webinar
October 22, 2015
Online Webinar
Speaking

Fidelity | SEC Audit Preparedness
October 13, 2015
Omni Hotel, San Francisco, CA
Speaking

October 14, 2015
Royal Palm Resort, Phoenix, AZ
Speaking

October 15, 2015
The Hotel Grand America, Salt Lake City, UT
Speaking

IN Best Practices Workshop
October 13, 2015
The Harvard Club of NYC, New York, NY
Speaking

Junxure Advisor Conference 2015
October 8 – 9, 2015
Four Seasons Hotel, Las Vegas, NV
Attending

Peak Advisor Alliance | EXCELL Fall 2015
October 7 – 9, 2015
CenturyLink Center, Omaha NE
Speaking

Fidelity Regulatory & Compliance Webinar
August 26, 2015
Online Webinar
Speaking

Financial Planning Magazine Web Seminar
June 23, 2015
Online Webinar
Speaking

Pershing INSITE 2015
June 3 – 6, 2015
Hyatt Regency, Orlando, FL
Speaking

2015 Annual Advisor Conference
May 14 – 15, 2015
The Four Seasons, Philadelphia, PA
Speaking

Envestnet Advisor Summit 2015
May 6 – 8, 2015
Hilton Chicago, Chicago, IL
Speaking

2015 SSG Conference
April 22 – 24, 2015
Marriot Coronado Island Resort & Spa, Coronado, CA
Speaking

Fi360 INSIGHTS 2015
March 18 – 20, 2015
Orlando World Center Marriott Hotel, Orlando, FL
Speaking

Pershing Advisor Solutions | Regional Symposium
February 5, 2015
Mandarin Oriental Hotel
Speaking

TD Ameritrade’s Advisor Conference, National LINC 2015
January 28-31
Manchester Grand Hyatt, San Diego, CA
Attending



2014

Focus Financial COO/CCO Summit
December 16, 2014
Mandalay Bay Hotel, Las Vegas, NV
Speaking

The MarketCounsel Summit
December 9 – 13, 2014
The Four Seasons Hotel, Las Vegas, NV
Host

Schwab IMPACT
November 4 – 7, 2014
Colorado Convention Center, Denver, CO
Attending

Pershing INSITE 2014
June 4 – 6, 2014
The Westin Diplomat, Hollywood, FL
Speaking and Sponsoring

Elite Advisor Forum
June 2, 2014
Hyatt Regency Grand Cypress, Orlando, FL
Speaking

Envestnet Advisor Summit 2014
May 14 – 16, 2014
Hilton Chicago, Chicago, IL
Speaking

Focus Financial Spring 2014 Partners Meeting
May 19 – 20, 2014
The Ritz-Carlton Half Moon Bay, Half Moon Bay, CA
Attending

National Advisors Trust Annual Conference
April 30 – May 2, 2014
Omni Orlando Resort at ChampionsGate, Orlando, FL
Speaking

2014 NSCP New York Meeting
April 29, 2014
AMA Executive Conference Center, New York, NY
Attending

Fi360 INSIGHTS
April 24 – 26, 2014
Omni Nashville Hotel, Nashville, TN
Speaking