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Ben Taylor Poulos

B&E Financial Services

Phoenix, AZ

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Current Employers
B&E Financial Services

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-20
  • AZ RA
    APPROVED
    Since 2025-06-20

Branch Locations

Phoenix, AZ • 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 Engines Advisors L.L.C. Santa Clara CA 04/2020 01/2022
Bank Of America Phoenix AZ 05/2019 04/2020
Illegal Petes Tucson AZ 06/2018 12/2019
No Anchovies Tucson AZ 01/2017 05/2018
University Of Arizona Tucson AZ 01/2015 05/2018
Edelman Financial Engines Advisors L.L.C. Santa Clara CA 01/2022 06/2023
Edelman Financial Engines Advisors L.L.C. Santa Clara CA 07/2023 04/2025
B&E Financial, Llc Dba B&E Financial Services Phoenix AZ 05/2025 Present
  • 04/2020 → 01/2022
    Edelman Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 05/2019 → 04/2020
    Bank Of America
    Phoenix, AZ
  • 06/2018 → 12/2019
    Illegal Petes
    Tucson, AZ
  • 01/2017 → 05/2018
    No Anchovies
    Tucson, AZ
  • 01/2015 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 01/2022 → 06/2023
    Edelman Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2023 → 04/2025
    Edelman Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 05/2025 → Present
    B&E Financial, Llc Dba B&E Financial Services
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-15
  • S65 Uniform Investment Adviser Law Examination
    2020-05-15
Designations
Other Names
  • Ben T Poulos
  • Ben Poulos

View on SEC IAPD

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