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Advisor at EDELMAN FINANCIAL ENGINES
Scottsdale, AZ | PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | Independent wealth | Aug 23, 2013 | n/a | yes | Scottsdale, AZ|PHOENIX, AZ | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 7, 2013 | Jul 5, 2013 | no | Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | EDELMAN FINANCIAL ENGINES | Jul 5, 2013 | Aug 23, 2013 | 49 | Firm change | Other |