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Reading the graph
Advisor at EDELMAN FINANCIAL ENGINES
NORTHBROOK, 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 |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | Independent wealth | Jul 15, 2025 | n/a | yes | NORTHBROOK, IL | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Sep 11, 2024 | Jun 23, 2025 | no | CHICAGO, IL|GLENVIEW, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | EDELMAN FINANCIAL ENGINES | Jun 23, 2025 | Jul 15, 2025 | 22 | Firm change | Ibd to RIA |