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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-09-17 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Vienna | VA | 05/2010 | 04/2018 |
| Financial Engines Advisors L.L.C | Santa Clara | CA | 11/2019 | 03/2022 |
| Towers Crescent Financial | Tysons Corner | VA | 05/2010 | 04/2018 |
| Unemployed | Burke | VA | 05/2018 | 10/2019 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-05 |
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