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Corinne Elizabeth Dorey

Edelman Financial Engines

Bethesda, MD

Raleigh, NC

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-02
TX RA APPROVED_RES 2025-06-02
NC RA APPROVED 2021-05-25
  • MD RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED_RES
    Since 2025-06-02
  • NC RA
    APPROVED
    Since 2021-05-25

Branch Locations

6550 Rock Spring Drive Suite 510, Bethesda, MD 20817 • United States

4700 Falls Of Neuse Rd Suite 275, Raleigh, NC 27609 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Durham NC 02/2016 05/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2021
Financial Engines Advisors L.L.C. Santa Clara CA 05/2021 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 02/2016 → 05/2021
    Fidelity Brokerage Services Llc
    Durham, NC
  • 07/2018 → 05/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2021 → 10/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2018-07-13 → 2021-05-14
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-03-18 → 2018-07-13
    Strategic Advisers Llc
    Durham, NC
  • 2010-10-28 → 2016-01-26
    Edelman Financial Services, Llc
    Bethesda, MD
    Fairfax, VA
  • 2009-06-12 → 2010-10-22
    Spire Wealth Management, Llc
    Mclean, VA
  • 2007-07-27 → 2009-01-13
    Msi Financial Services, Inc.
    Columbia, MD
    Fairfax, VA
    Washington, DC
    Fairfax, VA
    Silver Spring, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-21
S63 Uniform Securities Agent State Law Examination 2005-05-23
  • S65 Uniform Investment Adviser Law Examination
    2007-07-21
  • S63 Uniform Securities Agent State Law Examination
    2005-05-23
Other Names
  • Connie Spence
  • Corinne Elizabeth Spence

View on SEC IAPD

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KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
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NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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