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Andrew Gerald Gullion

Edelman Financial Engines

Alpharetta, GA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-08
GA RA APPROVED 2016-11-21
  • TX RA
    APPROVED
    Since 2021-03-08
  • GA RA
    APPROVED
    Since 2016-11-21

Branch Locations

3460 Preston Ridge Rd Suite 500, Alpharetta, GA 30005 • 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
Fidelity Investments Denver CO 07/2013 10/2016
Financial Engines Advisor Center, Llc Alpharetta GA 10/2016 Present
  • 07/2013 → 10/2016
    Fidelity Investments
    Denver, CO
  • 10/2016 → Present
    Financial Engines Advisor Center, Llc
    Alpharetta, GA
Previous Registrations
  • 2016-11-21 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Alpharetta, GA
    Overland Park, KS
  • 2014-05-13 → 2016-10-26
    Strategic Advisers Llc
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-03
S63 Uniform Securities Agent State Law Examination 2012-09-26
  • S66 Uniform Combined State Law Examination
    2014-03-03
  • S63 Uniform Securities Agent State Law Examination
    2012-09-26
Designations

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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