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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-16 |
| VA | RA | APPROVED | 2020-10-26 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 12/2019 | 05/2025 |
| Boat America Corpororation | Springfield | VA | 11/2016 | 12/2019 |
| New Virginia Majority | Alexandria | VA | 03/2016 | 11/2016 |
| Mcgladrey | Mcclean | VA | 09/2013 | 06/2017 |
| Edelman Financial Engines | Santa Clara | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-26 |
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