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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-03
TX RA APPROVED 2021-04-28
AZ RA APPROVED 2021-04-27
  • CA RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2021-04-28
  • AZ RA
    APPROVED
    Since 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

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
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
  • 03/2021 → 06/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2020 → 03/2021
    Surprise Animal Hospital And Grooming
    Surprise, AZ
  • 02/2020 → 09/2020
    Famers Insurance Group
    Phoenix, AZ
  • 03/2019 → 01/2020
    Usaa Group
    Phoenix, AZ
  • 04/2018 → 03/2019
    Oneaz Credit Union
    Phoenix, AZ
  • 04/2018 → 04/2018
    Starbucks
    Glendale, AZ
  • 01/2018 → 04/2018
    La Petite Academy
    Glendale, AZ
  • 09/2017 → 01/2018
    Cigna Health And Life Insurance Company
    Phoenix, AZ
  • 04/2017 → 04/2017
    Gap Inc
    Phoenix, AZ
  • 11/2016 → 06/2017
    Chipotle
    Phoenix, AZ
  • 02/2016 → 10/2016
    Sonic Drive In
    Phoenix, AZ
  • 06/2017 → 09/2017
    Unemployed
    Phoenix, AZ
  • 07/2023 → 08/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 08/2024 → 10/2025
    Santa Clara, CA
  • 10/2025 → Present
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-08
  • S65 Uniform Investment Adviser Law Examination
    2021-04-08

View on SEC IAPD

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