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Joseph Thongdy Songvilay

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 2026-07-15
WA RA APPROVED 2020-05-14
  • TX RA
    APPROVED_RES
    Since 2026-07-15
  • WA RA
    APPROVED
    Since 2020-05-14

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
Moss Adams Wealth Advisors Llc Seattle WA 01/2003 12/2017
Moss Adams Securities & Insurance Llc Seattle WA 11/2005 12/2017
E.K. Riley Investments, Llc Seattle WA 12/2017 05/2020
Financial Engines Advisors L.L.C. Santa Clara CA 05/2020 07/2026
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 01/2003 → 12/2017
    Moss Adams Wealth Advisors Llc
    Seattle, WA
  • 11/2005 → 12/2017
    Moss Adams Securities & Insurance Llc
    Seattle, WA
  • 12/2017 → 05/2020
    E.K. Riley Investments, Llc
    Seattle, WA
  • 05/2020 → 07/2026
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2018-01-02 → 2020-05-12
    Ek Riley Investments, Llc
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-26
S63 Uniform Securities Agent State Law Examination 2000-08-05
  • S65 Uniform Investment Adviser Law Examination
    2006-06-26
  • S63 Uniform Securities Agent State Law Examination
    2000-08-05

View on SEC IAPD

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