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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-08-19 |
Branch Locations
32001 32Nd Avenue South, Suite 330, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | St. George | UT | 06/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | St. George | UT | 11/2016 | 08/2022 |
| Financial Engines Advisors L.L.C | Santa Clara | CA | 08/2022 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
St George Storage; INVESTMENT RELATED: No; ADDRESS: 1519 E 4340 S Cr., St. George’s UT 84790; NATURE: This is a commercial self-storage facility.; POSITION: Silent Investor; START DATE: 07/01/2026; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I will simply be a silent partner. No duties or powers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-26 |
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