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Matthew James Kovarik

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
TX RA APPROVED_RES 2020-03-23
AZ RA APPROVED 2016-02-17
  • TX RA
    APPROVED_RES
    Since 2020-03-23
  • AZ RA
    APPROVED
    Since 2016-02-17

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
Financial Engines Advisors L.L.C. Santa Clara CA 01/2016 09/2022
Financial Engines Advisors L.L.C. Santa Clara CA 09/2022 02/2023
Financial Engines Advisors L.L.C. Santa Clara CA 02/2023 09/2023
Financial Engines Advisors L.L.C. Santa Clara CA 09/2023 06/2025
Edelman Financial Engines Santa Clara CA 06/2025 Present
  • 01/2016 → 09/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2022 → 02/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 02/2023 → 09/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2023 → 06/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 06/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-17
  • S66 Uniform Combined State Law Examination
    2015-09-17
Other Names
  • Matthew Kovarik

View on SEC IAPD

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