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Anthony Massimo Falco

Edelman Financial Engines

Lithia, FL

Tampa, FL

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-03
TX RA APPROVED 2024-10-01
  • FL RA
    APPROVED
    Since 2024-10-03
  • TX RA
    APPROVED
    Since 2024-10-01

Branch Locations

Lithia, FL • United States

4221 W Boy Scout Blvd Suite 190, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Petersburg FL 01/2009 04/2021
Fisher Investments Tampa FL 05/2021 04/2024
Unemployed Tampa FL 04/2024 09/2024
Edelman Financial Engines Santa Clara CA 09/2024 Present
Unemployed Tampa FL 04/2021 05/2021
Previous Registrations
  • 2021-06-08 → 2024-04-11
    Fisher Investments
    Tampa, FL
    Plano, TX
  • 2007-02-02 → 2021-04-30
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Phoenix, AZ
    Richfield, OH
    Clearwater, FL
    Richfield, OH
    St. Petersburg, FL
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-22
S63 Uniform Securities Agent State Law Examination 2001-05-22
  • S66 Uniform Combined State Law Examination
    2007-01-22
  • S63 Uniform Securities Agent State Law Examination
    2001-05-22
Other Names
  • Anthony Falco
  • Tony Falco

View on SEC IAPD

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