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Landon Devere Perry

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-11-10
TX RA APPROVED 2021-11-10
  • AZ RA
    APPROVED
    Since 2021-11-10
  • TX RA
    APPROVED
    Since 2021-11-10

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • 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
Charles Schwab & Co., Inc. Phoenix AZ 04/2015 11/2018
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 02/2025
American Cadet - Flight School Gilbert AZ 11/2018 01/2020
Quicken Loans/Rocket Mortgage Phoenix AZ 01/2020 07/2021
Edelman Financial Engines Santa Clara CA 02/2025 Present
  • 04/2015 → 11/2018
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 09/2021 → 02/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 11/2018 → 01/2020
    American Cadet - Flight School
    Gilbert, AZ
  • 01/2020 → 07/2021
    Quicken Loans/Rocket Mortgage
    Phoenix, AZ
  • 02/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-03
S65 Uniform Investment Adviser Law Examination 2021-10-28
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28

View on SEC IAPD

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Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

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