Brendan M Mcgillick

Current Employers

Employment History

• 08/2011 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 03/2021
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 03/2021 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2011-08-19 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Los Angeles, CA
  Century City, CA
  Walnut Creek, CA
  Costa Mesa, CA
  Santa Clara, CA
  Walnut Creek, CA
  Santa Clara, CA
  El Segundo, CA
• 2010-04-13 → 2011-07-18
  Td Ameritrade, Inc.
  Los Angeles, CA
• 2010-04-13 → 2011-07-18
  Td Ameritrade Investment Management, Llc
  Santa Monica, CA
• 2004-08-12 → 2009-02-21
  Strategic Advisers Llc
  Los Angeles, CA

Other Businesses

(1) Sailhouse Community HOA; INVESTMENT RELATED: No; ADDRESS: Corona Del Mar, CA 92625; NATURE: Homeowners Association; POSITION: Board Member; START DATE: 05/01/2024; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Voting on decisions that are in the best interest of the HOA. (2) Harbor View Dads; INVESTMENT RELATED: No; ADDRESS: 900 Goldenrod Ave, Corona Del Mar, CA 92625; NATURE: Raising money for Harbor View Elementary. There is a Parent Faculty Organization that is the schools primary fund raising group and then there is a group of dads, of which I am one, that host events like a beach party, poker night, lawn bowling, etc. to promote community involvement and be able to make an annual non-cash gift to the school.; POSITION: Board Member; START DATE: 09/01/2025; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I am responsible for recruiting new dads to the group. This involves talking with other parents and directing them to the group's website for a list of events. I vote on actions of the board. There are four members of the Executive committee (I am not one) There are 10 board members including myself. There is no compensation for these events. There is no direct monetary benefit to me, my kids nor my family.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-20
• S63 Uniform Securities Agent State Law Examination
  2002-07-10