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Peter James Rosenfelder

Edelman Financial Engines

Silver Spring, MD

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-14
MD RA APPROVED 2020-12-21
  • TX RA
    APPROVED_RES
    Since 2025-06-14
  • MD RA
    APPROVED
    Since 2020-12-21

Branch Locations

12510 Prosperity Dr Suite 350, Silver Spring, MD 20904 • 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
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Edelman Financial Services Fairfax VA 03/2015 11/2018
Edelman Financial Engines Santa Clara CA 06/2019 10/2025
Edelman Financial Engines Santa Clara CA 11/2018 06/2019
Edelman Financial Engines Santa Clara CA 10/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
S63 Uniform Securities Agent State Law Examination 2015-08-03
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
  • S63 Uniform Securities Agent State Law Examination
    2015-08-03

View on SEC IAPD

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