Edelman Financial Services, LLC Overview
Edelman Financial Services, LLC filed as a Foreign Limited Liability Company (LLC) in the State of Texas on Friday, October 12, 2007 and is approximately seventeen years old, according to public records filed with Texas Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.
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Edelman Financial Services, LLC
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Key People
Who own Edelman Financial Services, LLC
| Name | |
|---|---|
| Suzanne Van Staveren 3 |
CFO
|
| Antone Lewis 2 |
Evp Gc
|
| Fredric Edelman 5 |
Chairman
Manager
Secretary
Director
Chief Executive Officer
Executive Ch
|
| Ed Moore 4 |
President
Manager
Director
Member
Vice President
|
| Ric Edelman 1 |
Manager
Chief Executive Officer
|
| Steve Cordilll |
Manager
|
| William Hayes 9 |
Secretary
General Counsel
|
| David Eelman 7 |
Director
Vice President
Finance
|
| Lewis E. Antone 4 |
Director
Secretary
|
| Rainey Gray 3 |
Director
Chief Compliance Off
Other
|
| Domenico Conti 2 |
Member
|
| Ryan Parker 1 |
Director
Chief Executive Officer
|
| Christine Cataldo 1 |
Director
Chief Executive Officer
Chief Information of
Other
|
| Theresa Coughlin 6 |
Vice President
Tax
|
| Joe Bottazzi 2 |
Vice President
|
| Megan Valencia 1 |
Controller
|
| Rene Chaze 7 |
Chief Compliance Off
Chief Financial Officer
Chief Operating Officer
|
| Lesley Roberts 3 |
Assistant Secretary
Cao
|
| Joseph Bottazi |
Bus Development
Executive Vice Presi
|
| James Mendelsohn |
Cmo
|
Showing 8 records out of 20
Companies for Edelman Financial Services, LLC
Edelman Financial Services, LLC lists four other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.
| Name | Status | Incorporated | Key People |
|---|---|---|---|
| The Edelman Financial Engines Center, LLC |
Active
|
2
|
Manager
|
| The Edelman Financial Center, LLC |
Inactive
|
Manager
|
|
| Edelman Financial Services, Inc |
Inactive
|
Manager
|
|
| Smhg Group |
Inactive
|
Managing Member
|
Known Addresses for Edelman Financial Services, LLC
Corporate Filings for Edelman Financial Services, LLC
Florida Department of State
| Filing Type: | Foreign Limited Liability |
|---|---|
| Status: | Active |
| State: | Florida |
| State ID: | M10000001241 |
| Date Filed: | Thursday, March 18, 2010 |
Texas Secretary of State
| Filing Type: | Foreign Limited Liability Company (LLC) |
|---|---|
| Status: | Active In existence |
| State: | Texas |
| State ID: | 800883705 |
| Date Filed: | Friday, October 12, 2007 |
| Registered Agent | Corporation Service Company D/B/A Csc-Lawyers Incorporating Service Company |
California Secretary of State
| Filing Type: | Foreign |
|---|---|
| Status: | Active |
| State: | California |
| Foreign State: | Delaware |
| State ID: | 201135110060 |
| Date Filed: | Monday, December 5, 2011 |
Corporate Notes
| Source | Date | Type | Note |
|---|---|---|---|
|
10/12/2007 | Application for Registration | |
|
|
12/31/2008 | Public Information Report (PIR) | |
|
|
12/31/2008 | Public Information Report (PIR) | |
|
|
10/30/2009 | Change of Name or Address by Registered Agent | |
|
|
12/31/2010 | Public Information Report (PIR) | |
|
|
12/31/2011 | Public Information Report (PIR) | |
|
|
12/31/2012 | Public Information Report (PIR) | |
|
|
12/31/2013 | Public Information Report (PIR) | |
|
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12/31/2014 | Public Information Report (PIR) | |
|
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2/20/2015 | Tax Forfeiture | |
|
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7/14/2015 | Reinstatement | |
|
|
12/31/2015 | Public Information Report (PIR) | |
|
|
12/31/2015 | Public Information Report (PIR) | |
|
|
12/31/2017 | Public Information Report (PIR) | |
|
|
8/15/2018 | Change of Registered Agent/Office | |
|
|
12/31/2018 | Public Information Report (PIR) | |
|
|
12/31/2019 | Public Information Report (PIR) | |
|
|
12/31/2021 | Public Information Report (PIR) | |
|
|
12/8/2023 | Change of Registered Agent/Office |
Trademarks for Edelman Financial Services, LLC
|
Serial Number:
86945369
Drawing Code: 4000
|
|
Serial Number:
86892351
Drawing Code: 4000
|
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Serial Number:
86892353
Drawing Code: 4000
|
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Serial Number:
86538542
Drawing Code: 4000
|
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Serial Number:
86196412
Drawing Code: 4000
|
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Serial Number:
74415298
Drawing Code:
|
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Serial Number:
86027475
Drawing Code: 4000
|
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Serial Number:
85693803
Drawing Code: 2000
|
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Serial Number:
85693741
Drawing Code: 4000
|
|
Serial Number:
85678136
Drawing Code: 4000
|
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Sources
Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Data last refreshed on Saturday, April 6, 2024
California Secretary of State
Data last refreshed on Monday, April 4, 2022
Data last refreshed on Monday, April 4, 2022
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Data last refreshed on Saturday, March 2, 2024
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5
Known Addresses
Wiki
3
Corporate Records
