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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
20130 Lakeview Center Plaza Suite 400, Ashburn, VA 20147 • United States
12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services | Fairfax | VA | 06/2012 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | 01/2026 |
| Robert W Baird & Co. Incorporated | Fairfax | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-19 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-26 |
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