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Advisor at EDELMAN FINANCIAL ENGINES
NEW RIVER, 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 | Jan 15, 2025 | n/a | yes | NEW RIVER, AZ | Current employment |
| LEARNVEST PLANNING SERVICES, LLC | Former SEC adviser | Sep 1, 2015 | Jun 7, 2017 | no | NEW YORK, NY | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Jul 18, 2008 | Dec 12, 2014 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEARNVEST PLANNING SERVICES, LLC | EDELMAN FINANCIAL ENGINES | Jun 7, 2017 | Jan 15, 2025 | 2,779 | Firm change after gap | Other |
| EDELMAN FINANCIAL ENGINES | LEARNVEST PLANNING SERVICES, LLC | Dec 12, 2014 | Sep 1, 2015 | 263 | Firm change | Other |