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Inactive

Marcus Delwin Dusenbury

Edelman Financial Engines

Lynnwood, WA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-25
WA RA APPROVED 2022-04-13
  • TX RA
    APPROVED_RES
    Since 2023-04-25
  • WA RA
    APPROVED
    Since 2022-04-13

Branch Locations

20700 44Th Ave West Suite 500, Lynnwood, WA 98036 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Viridian Ria, Llc Seattle WA 09/2014 06/2021
Financial Engines Advisors L.L.C. Santa Clara CA 06/2021 Present
  • 09/2014 → 06/2021
    Viridian Ria, Llc
    Seattle, WA
  • 06/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2014-10-23 → 2022-04-12
    Viridian Ria, Llc
    Bothell, WA
  • 2009-01-23 → 2015-10-29
    Lpl Financial Llc
    Everett, WA
    Seattle, WA
    San Diego, CA
    Bothell, WA
  • 2001-04-09 → 2009-02-11
    Ubs Financial Services Inc.
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-03
  • S66 Uniform Combined State Law Examination
    2000-10-03
Other Names
  • Marcus D Dusenbury
  • Marcus Delvin Dusenbury

View on SEC IAPD

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