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Daniel Anthony Einstein

Edelman Financial Engines

Dallas, TX

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

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
Zones, Inc. Chicago IL 05/2016 04/2017
Echo Global Logistics Chicago IL 05/2018 04/2020
Unemployed Chicago IL 05/2020 11/2021
Personal Capital Denver CO 12/2021 01/2023
Empower Financial Services, Inc Denver CO 01/2023 06/2026
Edelman Financial Engines Santa Clara CA 06/2026 Present
Unemployed Chicago IL 05/2017 04/2018
  • 05/2016 → 04/2017
    Zones, Inc.
    Chicago, IL
  • 05/2018 → 04/2020
    Echo Global Logistics
    Chicago, IL
  • 05/2020 → 11/2021
    Unemployed
    Chicago, IL
  • 12/2021 → 01/2023
    Personal Capital
    Denver, CO
  • 01/2023 → 06/2026
    Empower Financial Services, Inc
    Denver, CO
  • 06/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2017 → 04/2018
    Unemployed
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04

View on SEC IAPD

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