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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-05 |
| VA | RA | APPROVED | 2025-06-05 |
Branch Locations
2901 Douglas Blvd Suite 250, Roseville, CA 95661 • United States
3950 Civic Center Dr Suite 315, San Rafael, CA 94903 • United States
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
Walnut Creek, CA • United States
45 E River Park Pl W Suite 103, Fresno, CA 93720 • United States
2175 N California Blvd Suite 800, Walnut Creek, CA 94596 • United States
3945 Freedom Cir Suite 450, Santa Clara, CA 95054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors | San Francisco | CA | 02/2013 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 05/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 09/2023 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-19 |
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