Cimalie Ann Zoy

Current Employers

Employment History

• 04/2015 → 11/2016
  Financial Engines Advisor Center, Llc
  Overland Park, KS
• 04/2015 → 09/2016
  The Mutual Fund Store-Houston, Llc
  Overland Park, KS
• 11/2016 → 10/2025
  Financial Engines Advisors L.L.C.
  Houston, TX
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2015-04-01 → 2016-12-01
  Financial Engines Advisor Center, Llc
  Houston, TX
  Overland Park, KS
• 2015-04-01 → 2016-09-23
  The Mutual Fund Store
  Houston, TX
  Overland Park, KS
• 2004-08-12 → 2015-05-14
  Palantir Capital Management, Ltd.
  Houston, TX
  Houston, TX

Other Businesses

(1) Rental Properties; INVESTMENT RELATED: No ; ADDRESS: League City, Texas; NATURE: Rental Properties; POSITION: Owner; START DATE: 08/01/2021; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: This is a passive business purchasing real estate for rental income and asset appreciation. (2) Boy Scouts of America - Pack 76.; INVESTMENT RELATED: No; ADDRESS: 3020 53rd st., Galveston, TX 77551; NATURE: Cub Scout Pack; POSITION: Treasurer; START DATE: 05/01/2022; NUMBER OF HOURS/MONTH: 06 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Officiating lacrosse games. I will be collecting dues, managing Packs fund raising efforts, paying pack bills, maintaining Pack financial statements, etc

Exams

• S66 Uniform Combined State Law Examination
  2000-02-08

Designations