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William Farup Hoffman

Edelman Financial Engines

Oakbrook Terrace, IL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • IL RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

1 Tower Lane Suite 1950, Oakbrook Terrace, IL 60181 • 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
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
  • 12/2008 → Present
    The Rise School Of Austin
    Austin, TX
  • 06/1997 → Present
    Wj Hoffman Investments, Ltd
    Washington, DC
  • 05/2013 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2013-05-30 → 2018-11-01
    Edelman Financial Services, Llc
    Oak Brook, IL
    Glenview, IL
    Fairfax, VA
  • 2011-07-27 → 2013-05-10
    Usaa Financial Planning Services
    Chicago, IL
  • 2009-02-12 → 2011-05-25
    Ehlert Financial Group, Inc.
    Lincolnshire, IL
  • 2007-05-03 → 2008-11-12
    Austin, TX
  • 2001-07-26 → 2006-12-09
    Austin, TX
  • 2003-05-08 → 2006-07-28
    Lowenberg Wealth Management Group, Llc
    Austin, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-20
S63 Uniform Securities Agent State Law Examination 2000-11-03
  • S66 Uniform Combined State Law Examination
    2013-06-20
  • S63 Uniform Securities Agent State Law Examination
    2000-11-03
Designations
Other Names
  • Bill Hoffman

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