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 13, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 13, 1983

First registration

Jun 19, 2000

Dual registered

no

Other names

BILL SCHULTHEIS

IAPD individual key

1134680

• Occurred

  May 8, 2024
  Advisor changed firm

  William Joseph Schultheis left Soundmark Wealth Management, Llc for Edelman Financial Engines (registered 2024-04-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4ef2e3c-a85b-bf6b-81cc-1ee2179a83a8

First observed

Jun 19, 2000

Last observed

Sep 14, 2026 7 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.