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Advisor at TOTAL INVESTMENT MANAGEMENT, INC.
SCOTTSDALE, 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 |
|---|---|---|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT, INC. | Independent wealth | Apr 8, 2019 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| LEARNVEST PLANNING SERVICES, LLC | Former SEC adviser | Aug 9, 2017 | Jun 7, 2018 | no | Scottsdale, AZ | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Jan 22, 2016 | Apr 26, 2017 | no | Phoenix, AZ | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 12, 2014 | Jan 28, 2016 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEARNVEST PLANNING SERVICES, LLC | TOTAL INVESTMENT MANAGEMENT, INC. | Jun 7, 2018 | Apr 8, 2019 | 305 | Firm change | Other |
| EDELMAN FINANCIAL ENGINES | LEARNVEST PLANNING SERVICES, LLC | Apr 26, 2017 | Aug 9, 2017 | 105 | Firm change | Other |
| VANGUARD ADVISERS, INC. | EDELMAN FINANCIAL ENGINES | Jan 28, 2016 | Jan 22, 2016 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106715:104510:AZ:2016-01-28 | Jan 28, 2016 | Jan 22, 2016 | SCOTTSDALE, AZ | Firm change |