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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-11-01 |
| TX | RA | APPROVED_RES | 2018-11-01 |
Branch Locations
3100 Sanders Road Suite 125, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services | Fairfax | VA | 07/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 01/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 01/2022 | Present |
1) Palatine High School Booster Club; INVESTMENT RELATED: No; ADDRESS: 1111 N Rohlwing Rd, Palatine, IL 60074; NATURE: School Booster Club; POSITION: Treasurer of Booster Club; START DATE: 07/24/2026; NUMBER OF HOURS/MONTH: 5 hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Monitor deposits and withdrawals for Booster club activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
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