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Inactive

Rodney James Willyerd

Edelman Financial Engines

Manassas, VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-08
  • VA RA
    APPROVED
    Since 2025-07-08

Branch Locations

8123 Hillcrest Dr, Manassas, VA 20111 • 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
Td Ameritrade Salt Lake City UT 09/2014 12/2022
Charles Schwab And Co., Inc. Salt Lake City UT 12/2022 06/2023
Financial Engines Advisors L.L.C. Santa Clara CA 08/2023 Present
Unemployed Farmington UT 07/2023 07/2023
  • 09/2014 → 12/2022
    Td Ameritrade
    Salt Lake City, UT
  • 12/2022 → 06/2023
    Charles Schwab And Co., Inc.
    Salt Lake City, UT
  • 08/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2023 → 07/2023
    Unemployed
    Farmington, UT
Previous Registrations
  • 2022-03-02 → 2023-06-27
    Charles Schwab & Co., Inc.
    Westlake, TX
    Cottonwood Heights, UT
  • 2014-10-21 → 2023-06-27
    Td Ameritrade Investment Management, Llc
    Salt Lake City, UT
    East Midvale, UT
    Cottonwood Heights, UT
  • 2014-10-21 → 2022-10-14
    Td Ameritrade, Inc.
    Salt Lake City, UT
    Cottonwood Heights, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-20
  • S66 Uniform Combined State Law Examination
    2014-10-20
Designations
Other Names
  • Rod Willyerd

View on SEC IAPD

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