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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
CHARLOTTE, NC | Glendale, AZ
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 | Mar 31, 2025 | n/a | yes | Glendale, AZ|CHARLOTTE, NC | Current employment |
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Jul 12, 2023 | Dec 11, 2024 | no | CHARLOTTE, NC|Glendale, AZ | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Oct 24, 2013 | Feb 24, 2023 | no | PHEONIX, AZ | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 19, 2011 | Oct 16, 2012 | no | GLENDALE, AZ | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jul 23, 2007 | Oct 21, 2011 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | ALIGHT FINANCIAL ADVISORS, LLC | Feb 24, 2023 | Jul 12, 2023 | 138 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | EDELMAN FINANCIAL ENGINES | Oct 16, 2012 | Oct 24, 2013 | 373 | Firm change | Other |
| USAA FINANCIAL PLANNING SERVICES | STRATEGIC ADVISERS LLC | Oct 21, 2011 | Dec 19, 2011 | 59 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104510:158744:AZ:2023-02-24 | Feb 24, 2023 | Jul 12, 2023 | PHEONIX, AZ | Firm change |