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Philip Alan Wilson

Edelman Financial Engines

Englewood, Co, CO

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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 2020-01-08
CO RA APPROVED 2017-02-27
  • TX RA
    APPROVED_RES
    Since 2020-01-08
  • CO RA
    APPROVED
    Since 2017-02-27

Branch Locations

9635 Maroon Circle Suite, Englewood, Co, CO 80112 • 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
Mutual Securities, Inc. Camarillo CA 08/2014 02/2017
Financial Engines Advisors L.L.C. Lone Tree CO 02/2017 05/2026
Edelman Financial Engines Santa Clara CA 05/2026 Present
  • 08/2014 → 02/2017
    Mutual Securities, Inc.
    Camarillo, CA
  • 02/2017 → 05/2026
    Financial Engines Advisors L.L.C.
    Lone Tree, CO
  • 05/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-27
S63 Uniform Securities Agent State Law Examination 1991-07-12
  • S66 Uniform Combined State Law Examination
    2003-02-27
  • S63 Uniform Securities Agent State Law Examination
    1991-07-12
Designations
Other Names
  • Phil Wilson

View on SEC IAPD

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GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
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