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.

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

Sep 25, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 25, 2009

First registration

Jul 16, 2015

Dual registered

no

Other names

STEPHANIE A JOYCE|STEPHANIE ANN JOYCE

IAPD individual key

4915069

• Occurred

  Dec 11, 2023
  Advisor changed firm

  Stephanie Ann Manchon left Prw Wealth Management Llc for Edelman Financial Engines (registered 2023-11-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6bb47fc3-e0a4-c47f-d13e-f0eab2f01b31

First observed

Jul 16, 2015

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.