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Advisor at EDELMAN FINANCIAL ENGINES
FAIRFAX, VA | PROSPER, TX | DALLAS, TX
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 | Jul 14, 2025 | n/a | yes | DALLAS, TX|FAIRFAX, VA|PROSPER, TX | Current employment |
| CAMARDA WEALTH ADVISORY GROUP | Independent wealth | May 1, 2025 | Jun 30, 2025 | no | FLEMING ISLAND, FL|Prosper, TX | Previous registration |
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Jan 19, 2023 | Nov 21, 2024 | no | Addison, TX|FOLSOM, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | May 15, 2014 | Jun 22, 2022 | no | Prosper, TX|PLANO, TX | Previous registration |
| FIDELITY PERSONAL TRUST COMPANY, FSB | n/a | Jul 24, 2006 | Mar 28, 2007 | no | WESTLAKE, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jul 20, 2006 | Jul 11, 2011 | no | THE WOODLANDS, TX|WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMARDA WEALTH ADVISORY GROUP | EDELMAN FINANCIAL ENGINES | Jun 30, 2025 | Jul 14, 2025 | 14 | Firm change | RIA to RIA |
| ALLWORTH FINANCIAL, L.P. | CAMARDA WEALTH ADVISORY GROUP | Nov 21, 2024 | May 1, 2025 | 161 | Firm change | Ibd to RIA |
| FISHER INVESTMENTS | ALLWORTH FINANCIAL, L.P. | Jun 22, 2022 | Jan 19, 2023 | 211 | Firm change | RIA to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL TRUST COMPANY, FSB | Jul 11, 2011 | Jul 24, 2006 | -1,813 | Firm change after gap | Other |
| FIDELITY PERSONAL TRUST COMPANY, FSB | FISHER INVESTMENTS | Mar 28, 2007 | May 15, 2014 | 2,605 | Firm change after gap | Other |