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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-01 |
| TX | RA | APPROVED_RES | 2018-11-01 |
Branch Locations
39555 Orchard Hill Place Suite 365, Novi, MI 48375 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 01/2011 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 09/2021 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-04 |
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