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Edward Joe Dinan

Edelman Financial Engines

Santa Clara, CA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-10-29
  • CA RA
    APPROVED
    Since 2013-10-29

Branch Locations

2445 Augustine Dr Suite 150, Santa Clara, CA 95054 • 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
Financial Engines Advisors L.L.C. Sunnyvale CA 01/2013 Present
  • 01/2013 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
Other Businesses

1) Samye; INVESTMENT RELATED: No; ADDRESS: 412 Glimmgerlen Road, Cooperstown, NY, 13326; NATURE: 501(c)3 Religious organization; POSITION: Treasurer/CFO; START DATE: 12/01/2021; NUMBER OF HOURS/MONTH: 15 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I am the primary bookkeeper. I also am entrusted with overseeing the bank accounts, payments to contractors, taxes and recently we've opened up a brokerage account to accept stock donations. This is a volunteer position and I receive no compensation for it.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-12
  • S66 Uniform Combined State Law Examination
    2007-11-12
Other Names
  • Edward Joe Dinan
  • Edward J Dinan

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