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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-03-02 |
Branch Locations
7900 Glades Road Suite 310, Boca Raton, FL 33434 • United States
1200 South Pine Island Road Suite 400, Plantation, FL 33324 • United States
355 Alhambra Cir Suite 1500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Farifax | VA | 08/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 03/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 03/2022 | Present |
Elara Hills Jamaica; INVESTMENT RELATED: No; ADDRESS: Coral Springs, FL 33065; NATURE: Real Estate; POSITION: Developer; START DATE: 08/20/2026; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 04 Hrs.; DUTIES: Raise capital, guide development to completion.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-17 |
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