DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Anthony Nelson Badillo
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Anthony N Badillo
At current firm
4 y
since Feb 8, 2022
In the industry
18 y
since Sep 20, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Feb 8, 2022 · Fairfax, Va
- Charles Schwab & Co., Inc. national BDJan 19, 2022 to Feb 21, 2022 · Yardley, Pa
- Vanguard Advisers, Inc. BD affiliatedDec 19, 2018 to Mar 5, 2021 · Charlotte, Nc
- Gen Y Planning state registeredMay 4, 2018 to Nov 29, 2018 · Charlotte, Nc
- Park Avenue Securities LLC BD affiliatedMar 21, 2018 to May 18, 2018 · Charlotte, Nc
- Edelman Financial Services, LLC formerOct 14, 2013 to Nov 22, 2016 · Fairfax, Va
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Edelman Financial Enginesleft Feb 21, 2022, registered Feb 8, 2022 (-13 days) · Affiliated broker-dealer or bank to independent RIA
- Vanguard Advisers, Inc. to Charles Schwab & Co., Inc.left Mar 5, 2021, registered Jan 19, 2022 (320 days) · Affiliated broker-dealer or bank to another
- Gen Y Planning to Vanguard Advisers, Inc.left Nov 29, 2018, registered Dec 19, 2018 (20 days) · Other
- Park Avenue Securities LLC to Gen Y Planningleft May 18, 2018, registered May 4, 2018 (-14 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Edelman Financial Services, LLC to Park Avenue Securities LLCleft Nov 22, 2016, registered Mar 21, 2018 (484 days) · Other
Signals
- Anthony Nelson Badillo left Charles Schwab & Co., Inc. for Edelman Financial Engines (registered 2022-02-08)Feb 21, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address