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Erich Lamont Hoffman

Edelman Financial Engines

Fairfax, VA

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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 2018-11-01
VA RA APPROVED 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2018-11-01
  • VA RA
    APPROVED
    Since 2018-11-01

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Edelman Financial Services Fairfax VA 04/2005 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 04/2005 → 11/2018
    Edelman Financial Services
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2006-04-07 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-15
S63 Uniform Securities Agent State Law Examination 2003-06-20
  • S65 Uniform Investment Adviser Law Examination
    2006-03-15
  • S63 Uniform Securities Agent State Law Examination
    2003-06-20
Designations

View on SEC IAPD

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MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
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TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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