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Inactive

Darlene Anne Eisel

Edelman Financial Engines

Oklahoma City, OK

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-04-29
  • OK RA
    APPROVED
    Since 2026-04-29

Branch Locations

13921 Quail Pointe Dr, Oklahoma City, OK 73134 • 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
Align Wealth Management Oklahoma City OK 04/2002 10/2023
Edelman Financial Engines Santa Clara CA 10/2023 Present
  • 04/2002 → 10/2023
    Align Wealth Management
    Oklahoma City, OK
  • 10/2023 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-14
S63 Uniform Securities Agent State Law Examination 2009-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-05-14
  • S63 Uniform Securities Agent State Law Examination
    2009-09-10
Other Names
  • Darlene Anne Robertson

View on SEC IAPD

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