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Sean M Bowers

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-05-06
TX RA APPROVED 2021-05-06
  • AZ RA
    APPROVED
    Since 2021-05-06
  • TX RA
    APPROVED
    Since 2021-05-06

Branch Locations

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 AZ 03/2021 Present
Usaa Phoenix AZ 05/2010 09/2020
Unemployed Glendale AZ 09/2020 03/2021
  • 03/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, AZ
  • 05/2010 → 09/2020
    Usaa
    Phoenix, AZ
  • 09/2020 → 03/2021
    Unemployed
    Glendale, AZ
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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