DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

PATRICK JAMES DURBIN

Advisor at EDELMAN FINANCIAL ENGINES

ELLICOTT CITY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5efbd0ea-a0d5-9c3b-54f7-4c97f886a5e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2016 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: Dec 2, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 2, 2015
First registration: Apr 5, 2016
Dual registered: no
IAPD individual key: 6531856

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	Jul 18, 2022	n/a	yes	ELLICOTT CITY, MD	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 28, 2020	Jun 30, 2022	no	ANNAPOLIS, MD	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Jan 3, 2020	no	ELLICOTT CITY, MD	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Apr 5, 2016	Nov 1, 2018	no	BETHESDA, MD\|FAIRFAX, VA\|Ellicott City, MD	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EDELMAN FINANCIAL ENGINES	Jun 30, 2022	Jul 18, 2022	18	Firm change	Ibd to RIA
EDELMAN FINANCIAL ENGINES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 3, 2020	Jan 28, 2020	25	Firm change	RIA to ibd
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (3)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Jan 3, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 28, 2020 to Jun 30, 2022factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 5, 2016 to Nov 1, 2018factForm ADV

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
Patrick James Durbin left Fidelity Personal And Workplace Advisors for Edelman Financial Engines (registered 2022-07-18)
Form ADVobserved 4 days ago