Inactive

Ashley Nicole Warda

Edelman Financial Engines

Castle Rock, CO

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Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-11-16
TX	RA	APPROVED_RES	2021-05-11

CO RA
APPROVED

Since 2022-11-16
TX RA
APPROVED_RES

Since 2021-05-11

Branch Locations

Castle Rock, CO • 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

Organization	City	State	From	To
Financial Engines Advisors, Llc	Phoenix	AZ	05/2016	08/2020
Financial Engines Advisors, L.L.C.	Santa Clara	CA	08/2020	05/2021
Financial Engines Advisors L.L.C.	Santa Clara	CA	05/2021	09/2021
Financial Engines Advisors L.L.C.	Santa Clara	CA	09/2021	01/2022
Financial Engines Advisors L.L.C.	Santa Clara	CA	01/2022	09/2022
Financial Engines Advisors L.L.C.	Santa Clara	CA	09/2022	05/2024
Edelman Financial Engines	Santa Clara	CA	05/2024	Present

05/2016 → 08/2020

Financial Engines Advisors, Llc

Phoenix, AZ
08/2020 → 05/2021

Financial Engines Advisors, L.L.C.

Santa Clara, CA
05/2021 → 09/2021

Financial Engines Advisors L.L.C.

Santa Clara, CA
09/2021 → 01/2022

Financial Engines Advisors L.L.C.

Santa Clara, CA
01/2022 → 09/2022

Financial Engines Advisors L.L.C.

Santa Clara, CA
09/2022 → 05/2024

Financial Engines Advisors L.L.C.

Santa Clara, CA
05/2024 → Present

Edelman Financial Engines

Santa Clara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-16

S65 Uniform Investment Adviser Law Examination

2016-08-16

View on SEC IAPD

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