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Mitchel Wanalista

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-23
TX RA APPROVED 2024-10-19
  • AZ RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED
    Since 2024-10-19

Branch Locations

4742 N. 24Th Street Suite 400, Phoenix, AZ 85016 • 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
Equitable Advisors, Llc New York NY 06/2024 08/2024
University Of Washington Seattle WA 09/2021 06/2024
Kent Lake High School Kent WA 09/2017 06/2021
Full Time Education Kent WA 04/2014 08/2017
Green River College Auburn WA 09/2019 06/2021
Edelman Financial Engines Santa Clara CA 08/2024 Present
Baseball Club Of Seattle, Lllp Seattle WA 05/2022 08/2024
  • 06/2024 → 08/2024
    Equitable Advisors, Llc
    New York, NY
  • 09/2021 → 06/2024
    University Of Washington
    Seattle, WA
  • 09/2017 → 06/2021
    Kent Lake High School
    Kent, WA
  • 04/2014 → 08/2017
    Full Time Education
    Kent, WA
  • 09/2019 → 06/2021
    Green River College
    Auburn, WA
  • 08/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2022 → 08/2024
    Baseball Club Of Seattle, Lllp
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18

View on SEC IAPD

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