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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| NE | RA | APPROVED | 2019-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 10/2007 | 04/2019 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 04/2019 | 02/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 02/2022 | 06/2026 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
(1) Name:Nebraska AIDS Project; Investment Related:No; Address:Omaha, NE; Nature:Non-profit group; Position:Testing Counselor; Start Date:09/2012; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: interview, counsel, educate people about HIV/AIDS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-27 |
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