Best Investors Account Sign in
Inactive

Cantor Hodson Hudak

Edelman Financial Engines

Dallas, TX

Claim This Profile
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-12

Branch Locations

Dallas, TX • 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
University Of Utah Salt Lake City UT 08/2020 05/2021
Baylor University Waco TX 08/2021 05/2024
Lone Peak High School Highland UT 08/2017 05/2020
Fisher Investments Plano TX 06/2024 06/2025
Edelman Financial Engines Santa Clara CA 11/2025 Present
Timberline Middle School Alpine UT 08/2014 08/2018
Unemployed Dallas TX 06/2025 11/2025
  • 08/2020 → 05/2021
    University Of Utah
    Salt Lake City, UT
  • 08/2021 → 05/2024
    Baylor University
    Waco, TX
  • 08/2017 → 05/2020
    Lone Peak High School
    Highland, UT
  • 06/2024 → 06/2025
    Fisher Investments
    Plano, TX
  • 11/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 08/2014 → 08/2018
    Timberline Middle School
    Alpine, UT
  • 06/2025 → 11/2025
    Unemployed
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-16
  • S65 Uniform Investment Adviser Law Examination
    2023-09-16

View on SEC IAPD

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor