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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2021-04-28 |
| AZ | RA | APPROVED | 2021-04-27 |
Branch Locations
2175 North California Boulevard Suite 800, Walnut Creek, CA 94596 • United States
4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 03/2021 | 06/2023 |
| Surprise Animal Hospital And Grooming | Surprise | AZ | 07/2020 | 03/2021 |
| Famers Insurance Group | Phoenix | AZ | 02/2020 | 09/2020 |
| Usaa Group | Phoenix | AZ | 03/2019 | 01/2020 |
| Oneaz Credit Union | Phoenix | AZ | 04/2018 | 03/2019 |
| Starbucks | Glendale | AZ | 04/2018 | 04/2018 |
| La Petite Academy | Glendale | AZ | 01/2018 | 04/2018 |
| Cigna Health And Life Insurance Company | Phoenix | AZ | 09/2017 | 01/2018 |
| Gap Inc | Phoenix | AZ | 04/2017 | 04/2017 |
| Chipotle | Phoenix | AZ | 11/2016 | 06/2017 |
| Sonic Drive In | Phoenix | AZ | 02/2016 | 10/2016 |
| Unemployed | Phoenix | AZ | 06/2017 | 09/2017 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2023 | 08/2024 |
| Edelman Financial Engines | Santa Clara | CA | 08/2024 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-08 |
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