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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-11-30 |
| TX | RA | APPROVED_RES | 2016-11-30 |
Branch Locations
3595 Grandview Parkway Suite 475, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2013 | 11/2016 |
| Financial Engines Advisors L.L.C. | Birmingham | AL | 11/2016 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
Double Oak Community Church; INVESTMENT RELATED: No; ADDRESS: 115 Olmstead St, Birmingham, AL 35242; NATURE: Local church where I am a member.; POSITION: Finance Committee member; START DATE: 02/01/2025; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: We review/discuss all financial matters involving the churches spending, budget and real estate. We make recommendations to the Elder Board for final approval.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-04 |
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