Elijah Dean Ochoa

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 03/2020
  Roosters Wood Fired Kitchen Southpark Charlotte
  Charlotte, NC
• 09/2016 → 04/2018
  Project 658
  Charlotte, NC
• 11/2015 → 09/2016
  The Summit Room
  Charlotte, NC
• 03/2020 → 06/2021
  Unemployed
  Charlotte, NC
• 03/2021 → 02/2025
  Thrivent Investment Management Inc
  Gastonia, NC
• 06/2021 → 10/2021
  Thrivent Financial
  Appleton, WI
• 10/2021 → 09/2024
  Thrivent Financial
  Appleton, WI
• 09/2024 → 02/2025
  Thrivent Financial
  Appleton, WI
• 02/2025 → 12/2025
  Edelman Financial Engines
  Santa Clara, CA
• 12/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2021-07-28 → 2025-02-14
  Thrivent Investment Management Inc.
  Heathrow, FL
  Gastonia, NC
  Lincolnton, NC

Other Businesses

COLLECTIVE REALTY, LLC POSITION: Minority Owner NATURE: A Family Owned Real-estate brokerage & Investment company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2019 ADDRESS: 1213 W Morehead St 5th floor, Charlotte NC 28208, United States DESCRIPTION: Attend Annual Meetings, Do not vote on any decisions, Mother/ Father have majority interest ULTIMA LLC POSITION: Member NATURE: This LLC intends to invest in residential real-estate in and around Charlotte Nc. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2024 ADDRESS: 1213 W Morehead st, Charlotte NC 28208, United States DESCRIPTION: I will invest in residential real-estate within this LLC Either to hold as rental properties or to fix up and sell.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-27

Other Names

• Eli Ochoa
• Elijah Ochoa
• Eli Dean Ochoa
• Elijah Dean Ochoa