Clarence Leroy Haynes

Current Employers

Employment History

• 09/2012 → 11/2018
  Edelman Finanacial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 09/2025
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 03/2026 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 09/2025 → 03/2026
  Unemployed
  Bethel, CT

Previous Registrations

• 2018-11-01 → 2025-10-21
  Edelman Financial Engines
  New York, NY
  Bethel, CT
• 2012-12-17 → 2018-11-01
  Edelman Financial Services, Llc
  New York, NY
  Fairfax, VA
  New York, NY
  Farmington, CT

Other Businesses

(1) TRAVEL AGENT POSITION: Agent/Contractor NATURE: Booking Cruise Travel for family and friends INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2013 ADDRESS: 44 Abbey Lane, unit 4510, Danbury CT 06810, United States DESCRIPTION: Booking cruises. (2) CLARENCE HAYNES POSITION: Contractor NATURE: Public Speaking/Bible Teaching/Bible Writing INVESTMENT RELATED: No NUMBER OF HOURS: 8; SECURITIES TRADING HOURS: 0 START DATE: 09/07/2017; ADDRESS: Bethel, CT 06801, United States; DESCRIPTION: I am asked to speak to youth groups, churches and other types of faith-based organizations on biblical topics and some motivational speaking. I also would like to add writing to this because I write on various Christian topics for my own website and these articles have been picked up by other Christian websites. I do not write on topics related to personal finance or investing. Also, under writing I write Bible studies and books on Biblical themed topics. My wife and I also teach a bible study online through The Bible Study Club. None of this is related in any way to financial planning or investment related but is all biblical based teaching and speaking. We do not charge for these sessions and we are not incorporated. (3) A Book about my life from 2001-2011 POSITION: Author NATURE: Wrote a book about my life not in any way related to finance or the financial industry INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2014 ADDRESS: Bethel, CT, 06801 DESCRIPTION: Just wrote the book will look to publish it. (4) Personal Safety & Educational Development; INVESTMENT RELATED: No; ADDRESS: 2006 Pine St, Baldwin, NY 11510; NATURE: They provide virtual workshops for schools, churches, and community organizations. They are delivered to parents, students, and educators, many in low-income areas to help enrich them regarding a variety of social and emotional developmental topics; POSITION: Contractor; START DATE: 09/09/2024; NUMBER OF HOURS/MONTH: 5 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: To provide financial literacy for these organizations. This would not be done as a representative of EFE but would be general financial literacy for these community-based organizations. These are strictly educational workshops with no lead generation, no calls to action, no selling of any kind. There would also be no use of EFE property or materials to conduct any of these workshops. I would be operating only as a financial educator.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-26
• S65 Uniform Investment Adviser Law Examination
  2012-12-14

Other Names

• Clarence Haynes