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Barry L Cantrell

Edelman Financial Engines

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 2016-11-07
TX RA APPROVED 2016-10-06
  • FL RA
    APPROVED
    Since 2016-11-07
  • TX RA
    APPROVED
    Since 2016-10-06

Branch Locations

4221 West 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
Tmfs Advisors, Llc Overland Park KS 09/2015 11/2016
Financial Engines Advisors L.L.C. Tampa FL 11/2016 Present
  • 09/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Tampa, FL
Previous Registrations
  • 2015-08-03 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Tampa, FL
    Overland Park, KS
  • 2014-05-29 → 2015-09-02
    The Mutual Fund Store
    Overland Park, KS
    Brandon, FL
  • 2013-08-05 → 2014-02-19
    Tpb Wealth Advisors, Llc
    San Antonio, TX
  • 2012-03-26 → 2012-09-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-23
S63 Uniform Securities Agent State Law Examination 2000-02-09
  • S65 Uniform Investment Adviser Law Examination
    2012-03-23
  • S63 Uniform Securities Agent State Law Examination
    2000-02-09
Other Names
  • Barry L Cantrell
  • Barry L Cantrell
  • Barry Lyn Cantrell

View on SEC IAPD

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Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

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