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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-11-01 |
| TX | RA | APPROVED | 2018-11-01 |
Branch Locations
1 Tower Lane Suite 1950, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Rise School Of Austin | Austin | TX | 12/2008 | Present |
| Wj Hoffman Investments, Ltd | Washington | DC | 06/1997 | Present |
| Edelman Financial Services Llc | Fairfax | VA | 05/2013 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
1)WJ HOFFMAN INVESTMENTS, LTD 4704 45TH STREET N.W. WASHINGTON DC 20016. I DEVOTE APPROXIMATELY .25 HR A MONTH TO THIS ACTIVITY. I AM LIMITED PARTNER IN THIS FAMILY LIMITED PARTNERSHIP. 2) RISE SCHOOL OF AUSTIN, INC. 4220 MONTEREY OAKS BLVD. AUSTIN, TX 78749. I DEVOTE APPROX. 1HR/QTR TO THIS ACTIVITY. I AM TRUSTEE OF THIS TEXAS NON-PROFIT CORPORATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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