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Advisor at EDELMAN FINANCIAL ENGINES
FAIRFAX, VA | OAKBROOK TERRACE, IL
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 | Nov 1, 2018 | n/a | yes | OAKBROOK TERRACE, IL|FAIRFAX, VA | Current employment |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Jul 9, 2013 | Nov 1, 2018 | no | FAIRFAX, VA|TYSONS CORNER, VA | Previous registration |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | Jul 1, 2013 | Jul 24, 2013 | no | OVERLAND PARK, KS | Previous registration |
| THE MUTUAL FUND STORE | Former SEC adviser | Nov 22, 2007 | Jul 2, 2013 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL ENGINES | Nov 1, 2018 | Nov 1, 2018 | 0 | Bulk transfer | Ibd to RIA |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | EDELMAN FINANCIAL SERVICES, LLC | Jul 24, 2013 | Jul 9, 2013 | -15 | Firm change | Other |
| THE MUTUAL FUND STORE | FINANCIAL ENGINES ADVISOR CENTER, LLC | Jul 2, 2013 | Jul 1, 2013 | -1 | Firm change | Other |