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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| VA | RA | APPROVED | 2026-01-15 |
Branch Locations
20130 Lakeview Center Plaza Suite 400, Ashburn, VA 20147 • United States
12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelamn Financial Services Llc | Fairfax | VA | 07/2009 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 01/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 01/2021 | 01/2026 |
| Robert W Baird | Fairfax | VA | 01/2026 | Present |
1) ALL IN POSITION: PARTICIPANT/MEMBER NATURE: MUSICAL GROUP; INVESTMENT RELATED: NO; NUMBER OF HOURS: 04; SECURITIES TRADING HOURS: 0; START DATE: 10/15/2019; ADDRESS: 43822 GRANTNER PL, ASHBURN, VA 20147; DESCRIPTION: PLAY GUITAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-09 |
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