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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| AZ | RA | APPROVED | 2020-03-12 |
Branch Locations
3100 West Ray Rd Suite 334, Chandler, AZ 85226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneaz Credit Union | Gilbert | AZ | 06/2017 | 07/2018 |
| Comerica Bank | Scottsdale | AZ | 06/2014 | 06/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2018 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 01/2020 | 01/2025 |
| Teema Solutions Group | Phoenix | AZ | 01/2019 | 01/2020 |
| Edelman Financial Engines | Santa Clara | CA | 01/2025 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
(1) Deep Sea Scuba; INVESTMENT RELATED: No; ADDRESS: 14139 W Bell Road, Suite 17, Phoenix, AZ 85053; NATURE: Scuba Diving Training / Recreational Sports; POSITION: Scuba Diving Instructor; START DATE:06/07/2021; NUMBER OF HOURS/MONTH: 40 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Certify and train new open water divers; Train and certify Rescue Divers and Divemasters; Emergency First Response Instructor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-29 |
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