Best Investors Account Sign in
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-29
CA RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • VA RA
    APPROVED
    Since 2025-09-29
  • CA RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

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

600 Anton Blvd Suite 1750, Costa Mesa, CA 92626 • United States

3570 Carmel Mountain Road Suite 450, San Diego, CA 92130 • 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 05/2012 11/2018
Ef Legacy Securities, Llc Henrico CA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 02/2024
Financial Engines Advisors L.L.C. Santa Clara CA 02/2024 Present
  • 05/2012 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, CA
  • 11/2018 → 02/2024
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 02/2024 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2012-05-22 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Fairfax, VA
    Towson, MD
    Costa Mesa, CA
    San Diego, CA
    Costa Mesa, CA
  • 2010-08-11 → 2012-05-10
    Td Ameritrade, Inc.
    San Diego, CA
  • 2010-08-11 → 2012-05-10
    Td Ameritrade Investment Management, Llc
    San Diego, CA
  • 2005-12-19 → 2010-08-05
    San Diego, CA
    Bethesda, MD
  • 2002-06-11 → 2005-11-11
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-10
  • S66 Uniform Combined State Law Examination
    2002-06-10
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairfax, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor