Catherine Elizabeth Kalweit

Current Employers

Employment History

• 01/2007 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 10/2025
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 10/2025 → 01/2026
  Edelman Financial Engines
  Santa Clara, CA
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2012-07-31 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA

Other Businesses

1) Center for Object Relations; INVESTMENT RELATED: No; ADDRESS: 2915 E Madison St, Seattle, WA 98112; NATURE: non-profit organization focused on providing continuing education and resources regarding the theory of Object Relations.; POSITION: Board of Directors - Business Development Committee; START DATE: 09/10/2025; NUMBER OF HOURS/MONTH: 06Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I've been asked to move from Business Development Committee to Treasurer on the Board of Directors. In that role, I would be primarily responsible for approving invoices for payment, providing updates on financials provided by the bookkeeper at board meetings, and meeting with the co-presidents and secretary of the board several times a year to discuss the ongoing operations of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-30
• S65 Uniform Investment Adviser Law Examination
  1997-04-28
• S63 Uniform Securities Agent State Law Examination
  1996-12-16

Designations

Other Names

• Catherine E Butler
• Catherine E Caceres
• Catherine Elizabeth Caceres