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Advisor at EDELMAN FINANCIAL ENGINES
Wilmington, NC
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 | Feb 21, 2025 | n/a | yes | Wilmington, NC | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Mar 31, 2023 | Dec 31, 2024 | no | ARDEN HILLS, MN|Wilmington, NC | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 18, 2022 | Feb 13, 2023 | no | Wilmington, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | EDELMAN FINANCIAL ENGINES | Dec 31, 2024 | Feb 21, 2025 | 52 | Firm change | RIA to RIA |
| MML INVESTORS SERVICES, LLC | GRADIENT ADVISORS, LLC | Feb 13, 2023 | Mar 31, 2023 | 46 | Firm change | Ibd to RIA |