Inactive

Torry Lyons Dell

Edelman Financial Engines

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Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-07-27
TX	RA	APPROVED	2026-07-16
VA	RA	APPROVED	2026-07-16

AZ RA
APPROVED

Since 2026-07-27
TX RA
APPROVED

Since 2026-07-16
VA RA
APPROVED

Since 2026-07-16

Branch Locations

4742 N 24Th St Suite 40, Phoenix, AZ 85016 • United States

Alexandria, VA • 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

Organization	City	State	From	To
Bogart Wealth, Llc	Mclean	VA	04/2025	07/2026
Voya Financial	Windsor	CT	12/2019	03/2025
Willis Towers Watson	Arlington	VA	10/2010	11/2019
Edelman Financial Engines	Santa Clara	CA	07/2026	Present

04/2025 → 07/2026

Bogart Wealth, Llc

Mclean, VA
12/2019 → 03/2025

Voya Financial

Windsor, CT
10/2010 → 11/2019

Willis Towers Watson

Arlington, VA
07/2026 → Present

Edelman Financial Engines

Santa Clara, CA

Previous Registrations

2025-04-14 → 2026-07-10

Bogart Wealth, Llc

Mclean, VA
2005-03-15 → 2006-11-20

Principal Securities, Inc.

Bethesda, MD

Bethesda, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-03
S66	Uniform Combined State Law Examination	2005-03-14
S63	Uniform Securities Agent State Law Examination	2004-10-25

S65 Uniform Investment Adviser Law Examination

2025-04-03
S66 Uniform Combined State Law Examination

2005-03-14
S63 Uniform Securities Agent State Law Examination

2004-10-25

Other Names

Torry Esther Lyons
Torry Lyons Dell

View on SEC IAPD

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