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Inactive

Amadeus John Frega

Edelman Financial Engines

Lynnwood, WA

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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 2024-04-02
WA RA APPROVED 2023-06-27
  • TX RA
    APPROVED_RES
    Since 2024-04-02
  • WA RA
    APPROVED
    Since 2023-06-27

Branch Locations

20700 44Th Ave West Suite 500, Lynnwood, WA 98036 • 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
Unemployed Wilkes Barre PA 02/2016 12/2016
Td Ameritrade Portland OR 12/2016 07/2018
E*Trade Securities Llc Portland OR 07/2018 03/2023
E*Trade Capital Management Llc Portland OR 07/2018 03/2023
Financial Engines Advisors L.L.C. Santa Clara CA 06/2023 Present
  • 02/2016 → 12/2016
    Unemployed
    Wilkes Barre, PA
  • 12/2016 → 07/2018
    Td Ameritrade
    Portland, OR
  • 07/2018 → 03/2023
    E*Trade Securities Llc
    Portland, OR
  • 07/2018 → 03/2023
    E*Trade Capital Management Llc
    Portland, OR
  • 06/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2018-07-17 → 2023-04-04
    Harrisdirect Llc
    Portland, OR
    Arlington, VA
    Portland, OR
    Portland, OR
  • 2017-01-20 → 2018-07-06
    Td Ameritrade, Inc.
    Portland, OR
  • 2017-01-20 → 2018-07-06
    Td Ameritrade Investment Management, Llc
    Portland, OR
  • 2015-04-24 → 2016-02-29
    Pnc Wealth Management Llc
    Wilkes Barre, PA
    Wilkes-Barre, PA
  • 2011-07-13 → 2015-04-17
    Voya Financial Advisors, Inc.
    Philadelphia, PA
    Paramus, NJ
    Philadelphia, PA
    Braintree, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-27
  • S66 Uniform Combined State Law Examination
    2011-06-27
Other Names
  • Aj Frega

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
LPL FINANCIAL LLC · LYNNWOOD, WA
KESTRA ADVISORY SERVICES, LLC · Lynnwood, WA
VALIC FINANCIAL ADVISORS, INC. · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA
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