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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
| MI | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
5831 Oakland Drive, Portage, MI 49024 • United States
Hickory Corners, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Wealth Management, Llc | Portage | MI | 03/2007 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CA | 04/2025 | 08/2026 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
1) 5831 Oakland Dr., LLC; INVESTMENT RELATED: No; ADDRESS: 5831 Oakland Dr., Portage, MI 49024; NATURE: Office Property Rental; POSITION: Managing Member; START DATE: 2013; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
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