Inactive

Bradley James Holly

Edelman Financial Engines

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Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-08
AZ	RA	APPROVED	2015-01-28

TX RA
APPROVED_RES

Since 2020-01-08
AZ RA
APPROVED

Since 2015-01-28

Branch Locations

3100 West Ray Road Suite 334, Chandler, AZ 85226 • 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

Organization	City	State	From	To
Financial Engines Advisors L.L.C	Phoenix	AZ	11/2014	Present

11/2014 → Present

Financial Engines Advisors L.L.C

Phoenix, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-16

S65 Uniform Investment Adviser Law Examination

2015-01-16

Other Names

Holly James Bradley

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

VAL VISTA CAPITAL MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENT FINANCIAL GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ADRIENNE TERENA BORCHERS

RENEE JEAN HRUSKA

ANDREA MICHELLE MCLELLAND

Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ

EDWARD JONES · CHANDLER, AZ

LPL FINANCIAL LLC · CHANDLER, AZ

VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ

WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ

EDWARD JONES · SUN LAKES, AZ

STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ

INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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