Inactive

Ann Mary Crehan

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
DE	RA	APPROVED	2019-04-18
TX	RA	APPROVED	2018-11-01
VA	RA	APPROVED	2018-11-01

DE RA
APPROVED

Since 2019-04-18
TX RA
APPROVED

Since 2018-11-01
VA RA
APPROVED

Since 2018-11-01

Branch Locations

Ocean View, DE • United States

1750 Tysons Blvd Suite 1140, Tysons, VA 22102 • 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
Edelman Financial Services Llc	Fairfax	VA	08/2010	11/2018
Ef Legacy Securities, Llc	Henrico	VA	04/2016	10/2018
Financial Engines Advisors L.L.C.	Sunnyvale	CA	11/2018	09/2020
Financial Engines Advisors L.L.C.	Santa Clara	CA	09/2020	Present

08/2010 → 11/2018

Edelman Financial Services Llc

Fairfax, VA
04/2016 → 10/2018

Ef Legacy Securities, Llc

Henrico, VA
11/2018 → 09/2020

Financial Engines Advisors L.L.C.

Sunnyvale, CA
09/2020 → Present

Financial Engines Advisors L.L.C.

Santa Clara, CA

Previous Registrations

2010-08-31 → 2018-11-01

Edelman Financial Services, Llc

Fairfax, VA

Towson, MD

Towson, MD

Fairfax, VA

Tysons Corner, VA

Tysons Corner, VA

Bethesda, MD
2007-04-04 → 2010-01-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Washington, DC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-18
S63	Uniform Securities Agent State Law Examination	1997-01-30

S65 Uniform Investment Adviser Law Examination

1999-12-18
S63 Uniform Securities Agent State Law Examination

1997-01-30

Designations

View on SEC IAPD

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