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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-15 |
| TX | RA | APPROVED | 2021-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2021 | Present |
| Conway Real Estate | Gilbert | AZ | 04/2019 | Present |
| Doordash | Mesa | AZ | 09/2019 | Present |
| Uber | Mesa | AZ | 07/2018 | 01/2020 |
| Lyft | Mesa | AZ | 06/2018 | 01/2020 |
| Barnes And Noble | Yuma | AZ | 09/2017 | 03/2019 |
| Unemployed | Yuma | AZ | 05/2017 | 09/2017 |
| Walmart | Redding | CA | 07/2016 | 05/2017 |
(1)Conway Real Estate; Investment related: No; Address: 2500 S power Rd #122 Mesa AZ 85209;Nature: Real Estate Agent Salesperson; Position: Real Estate Agent; Start date: April 2019; Approximate Hours/Mnth: 5 Hrs; Securities trading hours: 0 Hrs Duties: Represent buyers and sellers in real estate transactions. Write and advise on contracts regarding the purchase and sale of real property. (2) Doordash; Investment related: No; Address: 901 Market Street 6th Floor San Francisco, CA 94103; Nature of business: Food delivery; Positionn: Delivery Driver; Approximate Number of Hours/Mnth: 5 Hrs; Securities Trading Hours: 0 Hrs Duties: Receive and complete food deliveries as an independent contractor for Doordash.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-02 |
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