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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| NV | RA | APPROVED | 2022-07-22 |
Branch Locations
1700 S. Pavilion Center Drive Suite 350, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 05/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | St. George | UT | 12/2016 | 08/2021 |
| Financial Engines Advisors L.L.C | Santa Clara | CA | 08/2021 | 11/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 11/2021 | 07/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2022 | Present |
(1) A Steady Return; INVESTMENT RELATED: No; ADDRESS: Las Vegas, Nevada; NATURE: Digital Marketing. Coaching helping women recover from life disturbances such as divorce and loss. I do not give financial advice.; POSITION: Owner/CEO; START DATE: 12/15/2025; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I share guidance posts on digital media under the platform A Steady Return to help women overcome life disturbances including loss and divorce. I also have a workbook that will be released later this year. This is not a financial platform.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-25 |
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