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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-07 |
| NC | RA | APPROVED | 2016-11-30 |
| TX | RA | APPROVED | 2016-11-30 |
Branch Locations
13860 Ballantyne Corporate Place Suite 160, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 01/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | Charlotte | NC | 11/2016 | Present |
(1) Fellowship of Christian Athletes (FCA); INVESTMENT RELATED: No; ADDRESS: ; NATURE: 501(c)3 non-profit organization; POSITION: Board Member; START DATE: 01/01/2016; NUMBER OF HOURS/MONTH: 02; HOURS/MNTH DURING SECURITIES TRADING HOURS: ; DUTIES: Advisory board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-18 |
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