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William John Dwyer

Edelman Financial Engines

Providence , RI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-07-29
  • RI RA
    APPROVED
    Since 2026-07-29

Branch Locations

317 Iron Horse Way Suite 201 , Providence , RI 02908 • 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
Tiaa Providence RI 09/2016 10/2024
Tiaa-Cref Individual & Institutional Services, Llc Providence RI 09/2016 10/2024
Homemaking Newport RI 03/2016 09/2016
Edelman Financial Engines Santa Clara CA 07/2026 Present
Seaport Financial Education Llc Portsmouth RI 12/2024 06/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-04
S63 Uniform Securities Agent State Law Examination 1998-02-27
  • S66 Uniform Combined State Law Examination
    2016-10-04
  • S63 Uniform Securities Agent State Law Examination
    1998-02-27
Other Names
  • William John Dwyer
  • Billy Dwyer
  • William John Dwyer
  • William John Dwyer
  • Bill Dwyer

View on SEC IAPD

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