Phillip Back Weinstein

Current Employers

Employment History

• 07/2009 → 01/2025
  Edelman Financial Engines
  Austin, TX
• 01/2025 → Present
  Farther Finance Advisors
  Austin, TX

Previous Registrations

• 2016-11-30 → 2025-02-14
  Edelman Financial Engines
  Austin, TX
  Austin, TX
• 2013-07-01 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Overland Park, KS
  Austin, TX
• 2009-08-12 → 2013-07-02
  The Mutual Fund Store
  Austin, TX
• 2008-12-17 → 2009-07-10
  Chase Investment Services Corp.
  Austin, TX
• 2008-02-14 → 2008-12-08
  Wells Fargo Investments, Llc
  Austin, TX
• 2007-01-11 → 2008-01-25
  Cuso Financial Services, L.P.
  Austin, TX
  Austin, TX

Other Businesses

NAME: Philip B. Weinstein; Not investment-related; ADDRESS: AUSTIN, TX; NATURE: Real Estate; POSITION/TITLE: Owner; START DATE: 08/01/2013; HRS/MTH: <1; HRS/MTH DURING SECURITIES TRADING HOURS: 0; DUTIES: Manage investmetn property.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-10
• S63 Uniform Securities Agent State Law Examination
  1986-11-04