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RIA / WealthAdvisor22 years in industry

LEO JOSEPH HULL

Advisor at EDELMAN FINANCIAL ENGINES

Ashland, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2004 to Sep 14, 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: Mar 15, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 23, 2013
First registration: Mar 15, 2004
Dual registered: no
Other names: LEO J. HULL
IAPD individual key: 4729250

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	May 28, 2024	n/a	yes	Ashland, OR	Current employment
TRUE PURPOSE ADVISORS, LLC	State registered	Feb 6, 2023	May 3, 2024	no	Ashland, OR\|ASHLAND, OR	Previous registration
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Mar 24, 2015	Feb 11, 2021	no	MEDFORD, OR	Previous registration
MORGAN STANLEY	Wirehouse	Aug 23, 2013	Feb 24, 2015	no	Medford, OR	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 15, 2004	Aug 12, 2005	no	MEDFORD, OR	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
TRUE PURPOSE ADVISORS, LLC	EDELMAN FINANCIAL ENGINES	May 3, 2024	May 28, 2024	25	Firm change	Other
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	TRUE PURPOSE ADVISORS, LLC	Feb 11, 2021	Feb 6, 2023	725	Firm change after gap	RIA to state RIA
MORGAN STANLEY	STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Feb 24, 2015	Mar 24, 2015	28	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	MORGAN STANLEY	Aug 12, 2005	Aug 23, 2013	2,933	Firm change after gap	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
May 28, 2024 to presentfactForm ADV
→ TRUE PURPOSE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 6, 2023 to May 3, 2024factForm ADV
→ STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Mar 24, 2015 to Feb 11, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 23, 2013 to Feb 24, 2015factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 15, 2004 to Aug 12, 2005factForm ADV

Dated events

Occurred
May 3, 2024
Advisor changed firm
Leo Joseph Hull left True Purpose Advisors, Llc for Edelman Financial Engines (registered 2024-05-28)
Form ADVobserved 6 days ago