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Advisor at EDELMAN FINANCIAL ENGINES
SMYRNA, TN
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 | Apr 1, 2026 | n/a | yes | SMYRNA, TN | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jan 24, 2025 | Mar 5, 2026 | no | Smyrna, TN|GREENWOOD VILLAGE, CO|Murfreesboro, TN | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 23, 2023 | Apr 3, 2024 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | EDELMAN FINANCIAL ENGINES | Mar 5, 2026 | Apr 1, 2026 | 27 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2024 | Jan 24, 2025 | 296 | Firm change | Ibd to ibd |