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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
CHARLOTTE, NC | Austin, TX
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 |
|---|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Feb 9, 2026 | n/a | yes | Austin, TX|CHARLOTTE, NC | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Aug 8, 2024 | Jan 28, 2026 | no | AUSTIN, TX | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Apr 6, 2022 | Jun 13, 2023 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | ALIGHT FINANCIAL ADVISORS, LLC | Jan 28, 2026 | Feb 9, 2026 | 12 | Firm change | Ibd to RIA |
| EDELMAN FINANCIAL ENGINES | KESTRA ADVISORY SERVICES, LLC | Jun 13, 2023 | Aug 8, 2024 | 422 | Firm change after gap | RIA to ibd |