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Advisor at EDELMAN FINANCIAL ENGINES
LEAWOOD, KS
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 | May 27, 2025 | n/a | yes | LEAWOOD, KS | Current employment |
| CITY DIFFERENT INVESTMENTS | Independent wealth | Jun 16, 2024 | Feb 21, 2025 | no | LEAWOOD, KS|SANTA FE, NM | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Apr 11, 2008 | Dec 31, 2012 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITY DIFFERENT INVESTMENTS | EDELMAN FINANCIAL ENGINES | Feb 21, 2025 | May 27, 2025 | 95 | Firm change | RIA to RIA |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | CITY DIFFERENT INVESTMENTS | Dec 31, 2012 | Jun 16, 2024 | 4,185 | Firm change after gap | Other |