DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THE MATHER GROUP, LLC
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | Independent wealth | Jul 18, 2017 | n/a | yes | CHICAGO, IL | Current employment |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Aug 12, 2016 | Feb 16, 2017 | no | OAK BROOK, IL|FAIRFAX, VA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 11, 2011 | Jul 26, 2016 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | THE MATHER GROUP, LLC | Feb 16, 2017 | Jul 18, 2017 | 152 | Firm change | Other |
| STRATEGIC ADVISERS LLC | EDELMAN FINANCIAL SERVICES, LLC | Jul 26, 2016 | Aug 12, 2016 | 17 | Firm change | Other |