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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-01 |
Branch Locations
1600 Hwy 6 Suite 450, Sugar Land, TX 77478 • United States
777 North Eldridge Parkway Suite 420, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 08/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 08/2016 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
(1)WEST HOUSTON SHOTOKAN KARATE; NOT INVESTMENT-RELATED; HOUSTON, TX; MARTIAL ARTS INSTRUCTION; INSTRUCTOR AND MANAGER; START DATE: 2002; APPROX. 12HRS/MTH ON ACTIVITY; 0HRS/MTH DURING SECURITIES TRADING HOURS; INSTRUCTION, BOOKKEEPING, MEMBERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-14 |
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