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Advisor at EDELMAN FINANCIAL ENGINES
FAIRFAX , VA | PUEBLO , CO
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 | Aug 20, 2026 | n/a | yes | FAIRFAX , VA|PUEBLO , CO | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Apr 3, 2023 | Aug 20, 2026 | no | GREENWOOD VILLAGE, CO|Pueblo, CO|GREENWOOD VILLAGE, CO | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Mar 1, 2021 | Apr 3, 2023 | no | Pueblo, CO|GREENWOOD VILLAGE, CO|Pueblo, CO|Pueblo, CO | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 24, 2020 | Dec 2, 2020 | no | BOTHELL, WA|BELLEVUE, WA|BELLEVUE, WA|GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | EDELMAN FINANCIAL ENGINES | Aug 20, 2026 | Aug 20, 2026 | 0 | Firm change | Ibd to RIA |
| PERSONAL CAPITAL ADVISORS CORPORATION | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2023 | Apr 3, 2023 | 0 | Bulk transfer | RIA to ibd |
| EQUITABLE ADVISORS, LLC | PERSONAL CAPITAL ADVISORS CORPORATION | Dec 2, 2020 | Mar 1, 2021 | 89 | Firm change | Ibd to RIA |