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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2022-06-30 |
| WA | RA | APPROVED | 2022-06-30 |
Branch Locations
32001 32Nd Ave S Suite 330, Federal, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2021 | 06/2022 |
| University Of San Diego | San Diego | CA | 08/2020 | 05/2021 |
| Unemployed | San Diego | CA | 12/2019 | 06/2021 |
| University Of Idaho Student Recreation Center | Moscow | ID | 08/2018 | 12/2019 |
| University Of Idaho | Moscow | ID | 08/2016 | 08/2019 |
| Northwest Paddleboarding | Richland | WA | 05/2018 | 08/2018 |
| Interactive Technologies Group Inc | Richland | WA | 07/2017 | 08/2017 |
| Unemployed | Richland | WA | 06/2011 | 07/2017 |
| University Of Idaho | Moscow | ID | 08/2016 | 12/2019 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 06/2022 | 12/2024 |
| Edelman Financial Engines | Santa Clara | CA | 12/2024 | 03/2026 |
| Edelman Financial Engines | Santa Clara | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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