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Robert Alan Wheedleton

Edelman Financial Engines

Ellicott City, MD

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-11-01
TX RA APPROVED_RES 2018-11-01
  • MD RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2018-11-01

Branch Locations

6031 University Boulevard Suite 150, Ellicott City, MD 21043 • 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
Edelman Financial Services Llc Fairfax VA 01/2010 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 06/2021
Financial Engines Advisors L.L.C. Santa Clara CA 06/2021 Present
  • 01/2010 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 06/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 06/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2010-01-15 → 2018-11-01
    Edelman Financial Services, Llc
    Ellicott City, MD
    Ellicott City, MD
    Fairfax, VA
  • 2000-12-19 → 2010-01-06
    Strategic Advisers Llc
    Washington, DC
    Durham, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-03
S63 Uniform Securities Agent State Law Examination 1997-05-21
  • S65 Uniform Investment Adviser Law Examination
    1998-11-03
  • S63 Uniform Securities Agent State Law Examination
    1997-05-21

View on SEC IAPD

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OSAIC WEALTH, INC.
BLUEPRINT WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

MARK ANDREW TIMMICK
JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
JORDAN SCHMUCHER WILSON
DAVID SCOTT ASHER
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang

Other Offices

FOUNDERS FINANCIAL SECURITIES LLC · ELLICOTT CITY, MD
LEE FINANCIAL ASSOCIATES, INC. · ELLICOTT CITY, MD
OSAIC WEALTH, INC. · ELLICOTT CITY, MD
BLUEPRINT WEALTH MANAGEMENT INC. · ELLICOTT CITY, MD
KESTRA ADVISORY SERVICES, LLC · ELLICOTT CITY, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Ellicott City, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · ELLICOTT CITY, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Ellicott City, MD

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