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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2024-06-27 |
| MA | RA | APPROVED | 2018-11-01 |
Branch Locations
25 Burlington Mall Road Suite 405, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Fairfax | VA | 02/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 12/2020 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 12/2020 | Present |
1) FLAG Football; INVESTMENT RELATED: No; ADDRESS: PO Box 220550, Dorchester, MA 02122; NATURE: Non-profit organization that organizes local flag football games for the LGBTQ+ community.; POSITION: Referee; START DATE: 04/01/2024; NUMBER OF HOURS/MONTH: 20 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Referee local games on Saturdays and the occasional travel tournament.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-29 |
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