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RIA / WealthAdvisorCertified Financial Planner33 years in industry

THOMAS SCOTT WOLFORD

Advisor at EDELMAN FINANCIAL ENGINES

WICHITA, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 17, 2008 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: May 14, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 14, 1993
First registration: Jan 17, 2008
Dual registered: no
Other names: THOMAS SCOT WOLFORD|SCOTT WOLFORD|T SCOTT WOLFORD
IAPD individual key: 2218064

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	Nov 30, 2016	n/a	yes	WICHITA, KS	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Feb 20, 2014	Nov 30, 2016	no	OVERLAND PARK, KS\|WICHITA, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Jul 6, 2013	Feb 20, 2014	no	FRESNO, CA	Previous registration
THE MUTUAL FUND STORE	n/a	Jul 1, 2010	Mar 26, 2014	no	WICHITA, KS	Previous registration
COE FINANCIAL SERVICES, INC.	n/a	Mar 24, 2010	Jun 4, 2010	no	WICHITA, KS	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 17, 2008	Jun 25, 2010	no	WICHITA, KS	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
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Mar 26, 2014	Jul 6, 2013	-263	Firm change after gap	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Feb 20, 2014	Feb 20, 2014	0	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	COE FINANCIAL SERVICES, INC.	Jun 25, 2010	Mar 24, 2010	-93	Firm change after gap	Other
COE FINANCIAL SERVICES, INC.	THE MUTUAL FUND STORE	Jun 4, 2010	Jul 1, 2010	27	Firm change	Other

Relationships

Registered with (6)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 30, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Feb 20, 2014 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jul 1, 2010 to Mar 26, 2014factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jul 6, 2013 to Feb 20, 2014factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 17, 2008 to Jun 25, 2010factForm ADV
→ COE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 24, 2010 to Jun 4, 2010factForm ADV

Dated events

No dated event names this entity yet.