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Advisor at EDELMAN FINANCIAL ENGINES
ATLANTA, GA
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 | Oct 11, 2016 | n/a | yes | ATLANTA, GA | Current employment |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | May 26, 2016 | Dec 1, 2016 | no | MARIETTA, GA|OVERLAND PARK, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 21, 2015 | Apr 29, 2016 | no | SUWANEE, GA|ATLANTA, GA|SAN DIEGO, CA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 1, 2015 | Dec 21, 2015 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ENGINES ADVISOR CENTER, LLC | EDELMAN FINANCIAL ENGINES | Dec 1, 2016 | Oct 11, 2016 | -51 | Bulk transfer | Other |
| LPL FINANCIAL LLC | FINANCIAL ENGINES ADVISOR CENTER, LLC | Apr 29, 2016 | May 26, 2016 | 27 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | LPL FINANCIAL LLC | Dec 21, 2015 | Dec 21, 2015 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 15296:6413:GA:2015-12-21 | Dec 21, 2015 | Dec 21, 2015 | ATLANTA, GA | Firm change |