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Inactive

Charles Hugh Rapp

Edelman Financial Engines

Oklahoma City, OK

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-13
OK RA APPROVED 2018-06-06
  • TX RA
    APPROVED_RES
    Since 2019-02-13
  • OK RA
    APPROVED
    Since 2018-06-06

Branch Locations

1601 Northwest Expresway Suite 1525, Oklahoma City, OK 73118 • 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
Morgan Stanley Smith Barney Llc Oklahoma City OK 04/2016 05/2018
Morgan Stanley Private Bank, N.A. New York NY 06/2016 05/2018
Financial Engines Advisors L.L.C. Oklahoma City OK 05/2018 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 04/2016 → 05/2018
    Morgan Stanley Smith Barney Llc
    Oklahoma City, OK
  • 06/2016 → 05/2018
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 05/2018 → 10/2025
    Financial Engines Advisors L.L.C.
    Oklahoma City, OK
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-24
  • S66 Uniform Combined State Law Examination
    2016-06-24
Other Names
  • Charlie H Rapp

View on SEC IAPD

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