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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-09 |
Branch Locations
32001 32Nd Avenue South Suite 330, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 03/2020 |
| Toyota | Ann Arbor | MI | 05/2017 | 08/2017 |
| Xylem Inc | Morton Grove | IL | 06/2016 | 09/2016 |
| Michigan State University | East Lansing | MI | 08/2013 | 05/2018 |
| X Tax | Lansing | MI | 11/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2020 | 11/2020 |
| Unemployed | Unemployed | MI | 04/2020 | 07/2020 |
| Kaye Financial | Bloomfield | MI | 04/2020 | 04/2020 |
| Bank Of America, N.A. | Chandler | AZ | 08/2020 | 11/2020 |
| Dahring Cusmano & Associates | Novi | MI | 12/2020 | 08/2021 |
| Private Client Services | Louisville | KY | 09/2021 | 12/2022 |
| Executive Wealth Management | Brighton | MI | 09/2021 | 05/2023 |
| Executive Wealth Management, Llc | Brighton | MI | 05/2023 | 10/2023 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-30 |
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