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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-24 |
| AZ | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-01 |
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 06/2020 | 04/2026 |
| Gartner | Irving | TX | 05/2019 | 07/2019 |
| University Of Cincinnati | Cincinnati | OH | 08/2015 | 04/2020 |
| Vineyard Vines | Cincinnati | OH | 01/2017 | 05/2017 |
| Seven Hills Promotion | Cincinnati | OH | 05/2017 | 07/2017 |
| Legion Logistics Llc | Florence | KY | 01/2018 | 04/2018 |
| Pedal Wagon Cincinnati Llc | Cincinnati | OH | 05/2018 | 08/2018 |
| Paycor | Cincinnati | OH | 08/2018 | 12/2018 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
| Unemployed | Massillon | OH | 03/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-26 |
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