Best Investors Account Sign in
Inactive

Travis Henry Adams

Edelman Financial Engines

85016, AZ

Spokane, WA

Claim This Profile
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-26
TX RA APPROVED 2020-03-04
AZ RA APPROVED 2018-10-10
  • WA RA
    APPROVED
    Since 2024-09-26
  • TX RA
    APPROVED
    Since 2020-03-04
  • AZ RA
    APPROVED
    Since 2018-10-10

Branch Locations

4742 N 24Thst Suite 400, 85016, AZ 85016 • United States

Spokane, WA • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2012 07/2018
Financial Engines Advisors L.L.C. Phoenix AZ 08/2018 09/2021
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 Present
  • 08/2012 → 07/2018
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2018 → 09/2021
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 09/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-20
S63 Uniform Securities Agent State Law Examination 2012-09-21
  • S65 Uniform Investment Adviser Law Examination
    2018-09-20
  • S63 Uniform Securities Agent State Law Examination
    2012-09-21

View on SEC IAPD

More in 85016, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor