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Advisor at EDELMAN FINANCIAL ENGINES
Chesterfield, MO
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 | Apr 27, 2022 | n/a | yes | Chesterfield, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 6, 2021 | Oct 13, 2021 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | EDELMAN FINANCIAL ENGINES | Oct 13, 2021 | Apr 27, 2022 | 196 | Firm change | Wirehouse to RIA |