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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
| VA | RA | APPROVED | 2026-01-12 |
| CO | RA | APPROVED | 2024-06-04 |
Branch Locations
4000 Legato Rd 8Th Floor, Fairfax, VA 22033 • United States
Thornton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 10/2021 | 01/2026 |
| Edelman Financial Engines | Santa Clara | CA | 01/2026 | Present |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 10/2018 | 10/2021 |
1)Thornton High School- Adams 12; INVESTMENT RELATED: No; ADDRESS: 9351 Washington St, Thornton, CO 80229; NATURE: Educational/Sports; POSITION: Assistant Coach; START DATE: 08/12/2024; NUMBER OF HOURS/MONTH: 80 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Assistant coach to the Varsity Football Team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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