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Reading the graph
Advisor at EDELMAN FINANCIAL ENGINES
Miami Gardens, FL
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 | Aug 19, 2026 | n/a | yes | Miami Gardens, FL | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Mar 3, 2026 | Jul 6, 2026 | no | Miami Gardens, FL|GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | EDELMAN FINANCIAL ENGINES | Jul 6, 2026 | Aug 19, 2026 | 44 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112058:104510:CO:2026-06-17 | Jul 6, 2026 | Aug 19, 2026 | GREENWOOD VILLAGE, CO | Firm change |