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RIA / WealthAdvisor26 years in industry

BARRY L CANTRELL

Advisor at EDELMAN FINANCIAL ENGINES

TAMPA, FL

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Search this name across graphsid dfx:ria:59242eb5-8574-0995-3ed3-2b0b9f7211a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Feb 9, 2000
First registration: Mar 26, 2012
Dual registered: no
Other names: BARRY L CANTRELL|BARRY L CANTRELL|BARRY LYN CANTRELL
IAPD individual key: 2959892

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 6, 2016	n/a	yes	TAMPA, FL	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Aug 3, 2015	Dec 1, 2016	no	TAMPA, FL\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	May 29, 2014	Sep 2, 2015	no	OVERLAND PARK, KS\|BRANDON, FL	Previous registration
TPB WEALTH ADVISORS, LLC	Former SEC adviser	Aug 5, 2013	Feb 19, 2014	no	SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 26, 2012	Sep 11, 2012	no	THE WOODLANDS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Dec 1, 2016	Oct 6, 2016	-56	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Sep 2, 2015	Aug 3, 2015	-30	Channel change	Other
TPB WEALTH ADVISORS, LLC	THE MUTUAL FUND STORE	Feb 19, 2014	May 29, 2014	99	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TPB WEALTH ADVISORS, LLC	Sep 11, 2012	Aug 5, 2013	328	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Oct 6, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Aug 3, 2015 to Dec 1, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
May 29, 2014 to Sep 2, 2015factForm ADV
→ TPB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 5, 2013 to Feb 19, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 26, 2012 to Sep 11, 2012factForm ADV

Dated events

No dated event names this entity yet.