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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-03 |
Branch Locations
203 Redwood Shores Parkway Suite 510, Redwood City, CA 94065 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Overland Park | KS | 05/2016 | 11/2017 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 11/2017 | 11/2018 |
| B|O|S | San Francisco | CA | 12/2018 | 10/2021 |
| Cerity Partners Llc | Redwood City | CA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-04 |
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