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RIA / WealthAdvisorCertified Financial Planner28 years in industry

MARK RAYMOND PALMER

Advisor at EDELMAN FINANCIAL ENGINES

Walnut Creek, CA | SAN RAFAEL, CA | SANTA CLARA, CA | DANVILLE, CA

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Search this name across graphsid dfx:ria:ae023ebe-ef3c-c36c-625e-a754999aaafc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 6, 1998 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Feb 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 12, 1998
First registration: Apr 6, 1998
Dual registered: no
IAPD individual key: 2546710

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	n/a	yes	SANTA CLARA, CA\|DANVILLE, CA\|SAN RAFAEL, CA\|Walnut Creek, CA	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 11, 2015	Nov 1, 2018	no	SANTA CLARA, CA\|FAIRFAX, VA\|WALNUT CREEK, CA\|WALNUT CREEK, CA\|SANTA CLARA, CA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Jan 8, 2015	Aug 6, 2015	no	San Francisco, CA	Previous registration
PRESIDIO CAPITAL ADVISORS LLC	Former SEC adviser	Nov 17, 2010	Dec 10, 2013	no	SAN FRANCISCO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 27, 2007	Oct 13, 2010	no	San Francisco, CA\|San Francisco, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
COMERICA SECURITIES	Former SEC adviser	Jun 14, 2004	Sep 29, 2006	no	SANTA CRUZ, CA\|SAN FRANCISCO, CA\|SAN JOSE, CA\|PALO ALTO, CA\|WALNUT CREEK, CA\|PALO ALTO, CA\|PHOENIX, AZ	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Apr 6, 1998	May 5, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
U.S. BANCORP ADVISORS, LLC	EDELMAN FINANCIAL SERVICES, LLC	Aug 6, 2015	Aug 11, 2015	5	Firm change	Other
PRESIDIO CAPITAL ADVISORS LLC	U.S. BANCORP ADVISORS, LLC	Dec 10, 2013	Jan 8, 2015	394	Firm change	Other
CHARLES SCHWAB & CO., INC.	PRESIDIO CAPITAL ADVISORS LLC	Oct 13, 2010	Nov 17, 2010	35	Firm change	Other
COMERICA SECURITIES	CHARLES SCHWAB & CO., INC.	Sep 29, 2006	Mar 27, 2007	179	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	COMERICA SECURITIES	May 5, 2003	Jun 14, 2004	406	Firm change after gap	Other

Relationships

Registered with (7)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 11, 2015 to Nov 1, 2018factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 8, 2015 to Aug 6, 2015factForm ADV
→ PRESIDIO CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Nov 17, 2010 to Dec 10, 2013factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 27, 2007 to Oct 13, 2010factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
Jun 14, 2004 to Sep 29, 2006factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 6, 1998 to May 5, 2003factForm ADV

Dated events

No dated event names this entity yet.