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Inactive

Steven Edward Crossett

Edelman Financial Engines

Melbourne, FL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-10-17
TX RA APPROVED 2016-10-06
  • FL RA
    APPROVED
    Since 2016-10-17
  • TX RA
    APPROVED
    Since 2016-10-06

Branch Locations

4865 North Wickham Road Suite 108, Melbourne, FL 32940 • 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
Tmfs Advisors, Llc Overland Park KS 06/2015 11/2016
Financial Engines Advisors L.L.C. Melbourne FL 11/2016 Present
  • 06/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Melbourne, FL
Previous Registrations
  • 2015-06-25 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Melbourne, FL
    Overland Park, KS
  • 2007-08-08 → 2015-09-02
    The Mutual Fund Store
    Melbourne, FL
    Overland Park, KS
  • 2007-08-06 → 2008-12-11
    The Mutual Fund Store
    Overland Park, KS
  • 2007-06-06 → 2007-12-31
    The Mutual Fund Store
    West Palm Beach, FL
  • 2007-04-10 → 2007-06-12
    The Mutual Fund Store
    Wildwood, MO
  • 2004-02-12 → 2007-02-23
    O'SUllivan Creel Wealth Advisors, Llp
    Pensacola, FL
  • 1996-01-23 → 2004-01-13
    Charles Schwab & Co., Inc.
    Destin, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-02
S63 Uniform Securities Agent State Law Examination 1993-06-04
  • S66 Uniform Combined State Law Examination
    2004-06-02
  • S63 Uniform Securities Agent State Law Examination
    1993-06-04
Other Names
  • Steve Crossett
  • Steven E Crossett

View on SEC IAPD

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Other Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL
TRUIST ADVISORY SERVICES, INC. · MELBOURNE, FL
LPL FINANCIAL LLC · VIERA, FL
CETERA INVESTMENT ADVISERS LLC · Viera, FL
LPL FINANCIAL LLC · MELBOURNE, FL
EDWARD JONES · VIERA, FL

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