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Dennis Scott Packard

Edelman Financial Engines

Oklahoma City, OK

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-09-08
TX RA APPROVED 2023-09-08
  • OK RA
    APPROVED
    Since 2023-09-08
  • TX RA
    APPROVED
    Since 2023-09-08

Branch Locations

13921 Quail Pointe Drive, Oklahoma City, OK 73134 • 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
OrganizationCityStateFromTo
Align Wealth Management, Llc Oklahoma City OK 02/2006 Present
Financial Engines Advisors L.L.C. Santa Clara CA 09/2023 Present
  • 02/2006 → Present
    Align Wealth Management, Llc
    Oklahoma City, OK
  • 09/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2006-03-17 → 2023-12-31
    Align Wealth Management, Llc
    Oklahoma City, OK
    Oklahoma City, OK
  • 2003-08-22 → 2006-02-01
    Td Ameritrade, Inc.
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-22
S63 Uniform Securities Agent State Law Examination 1999-05-27
  • S66 Uniform Combined State Law Examination
    2003-07-22
  • S63 Uniform Securities Agent State Law Examination
    1999-05-27
Designations

View on SEC IAPD

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