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 18, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S66

First exam

Sep 18, 2009

First registration

Sep 22, 2009

Dual registered

no

Other names

NATALIA L RODRIGUEZ|NATALIA RODRIGUEZ|NATALIA LAURA RODRIGUEZ

IAPD individual key

5694136

• Occurred

  Oct 6, 2025
  Advisor changed firm

  Natalia Laura Herken left Fisher Investments for Edelman Financial Engines (registered 2025-10-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8be2b86d-29e1-e42f-11d6-c9c198369dfd

First observed

Sep 22, 2009

Last observed

Sep 15, 2026 5 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.