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Inactive

Madeline Loomis Phillips

Edelman Financial Engines

Roseville, Ca, 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 2022-07-25
TX RA APPROVED 2022-07-25
  • CA RA
    APPROVED
    Since 2022-07-25
  • TX RA
    APPROVED
    Since 2022-07-25

Branch Locations

2901 Douglas Blvd Suite 250, Roseville, Ca, CA 95661 • 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
Sand Hill Global Advisors, Llc Palo Alto CA 03/2016 03/2020
Smart Investor, Llc Roseville CA 08/2020 07/2022
Financial Engines Advisors L.L.C. Santa Clara CA 07/2022 Present
Unemployed Belmont CA 03/2020 08/2020
  • 03/2016 → 03/2020
    Sand Hill Global Advisors, Llc
    Palo Alto, CA
  • 08/2020 → 07/2022
    Smart Investor, Llc
    Roseville, CA
  • 07/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 03/2020 → 08/2020
    Unemployed
    Belmont, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-19
  • S66 Uniform Combined State Law Examination
    2012-11-19
Designations
Other Names
  • Madeline Whyte
  • Madeline Loomis Whyte

View on SEC IAPD

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Other Offices

EDELMAN FINANCIAL ENGINES · ROSEVILLE, CA
D.A. DAVIDSON & CO. · ROSEVILLE, CA
VALIC FINANCIAL ADVISORS, INC. · ROSEVILLE, CA
EDELMAN FINANCIAL ENGINES · ROSEVILLE, CA
FIDUCIARY SOLUTIONS LLC · ROSEVILLE, CA
AMERITAS ADVISORY SERVICES, LLC · ROSEVILLE, CA
LPL FINANCIAL LLC · ROSEVILLE, CA
CETERA INVESTMENT ADVISERS LLC · ROSEVILLE, CA

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