Best Investors Account Sign in
Inactive

David Thomas Sheehan

Edelman Financial Engines

Fairfax, VA

Ashburn, VA

Claim This Profile
Current Employers
Edelman Financial Engines

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

Current Registrations

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

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

19775 Belmont Executive Plz Suite 530, Ashburn, VA 20147 • 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
Edelman Financial Services Llc Fairfax VA 07/2009 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 07/2009 → 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
  • 2009-07-17 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
  • 2007-11-30 → 2009-07-20
    Edelman Financial Advisors Llc
    Fairfax, VA
  • 2006-04-28 → 2007-11-30
    Edelman Financial Services, Llc
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-20
S63 Uniform Securities Agent State Law Examination 2000-12-15
  • S65 Uniform Investment Adviser Law Examination
    2006-04-20
  • S63 Uniform Securities Agent State Law Examination
    2000-12-15
Designations
Other Names
  • Dave Sheehan
  • David T Sheehan

View on SEC IAPD

Other Firms

ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor