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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-11-01 |
Branch Locations
720 University Ave. Suite 230, Norwood, MA 02062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 08/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 08/2016 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
(1) RENTAL PROPERTY; NOT INVESTMENT-RELATED; 24 SWAN AVE, WORCESTE, MA 01602; RENTAL PROPERTY; LANDLORD/OWNER;START DATE 09/01/2011; 0HRS/MTH; 0HRS/MTH DURING SECURITIES TRADING HOURS; COLLECT RENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-02 |
| S66 | Uniform Combined State Law Examination | 2004-10-16 |
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