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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2022-01-12 |
| MN | RA | APPROVED | 2021-02-22 |
Branch Locations
1900 Summit Tower Blvd Suite 230, Orlando, FL 32810 • United States
10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Fox Artist Mgt. Llc. | Hopkins | MN | 03/2007 | 03/2018 |
| Valic Financial Advisors | Edina | MN | 07/2015 | 08/2019 |
| Associated Investment Services, Inc. | Green Bay | WI | 08/2019 | 02/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 02/2021 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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