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

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Jul 26, 2018

First registration

Aug 4, 2022

Dual registered

no

Other names

Matt Armendaris|Matthew David Armendaris

IAPD individual key

6944886

• Occurred

  Aug 25, 2025
  Advisor changed firm

  Matthew D Armendaris left West Financial Services, Inc. for Edelman Financial Engines (registered 2026-06-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6db2ae67-9aae-991f-1b95-9312762db072

First observed

Aug 4, 2022

Last observed

Sep 15, 2026 4 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.