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Taraneh Mozaffarian

Edelman Financial Engines

Bellevue, WA

Kirkland, WA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-04-22
  • WA RA
    APPROVED
    Since 2024-04-22

Branch Locations

10900 Ne 8Th Street Suite 1414, Bellevue, WA 98004 • United States

11400 98Th Ave, Ne Suite 301, Kirkland, WA 98033 • 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
Leaf & Company, Ps, Bellevue, Wa Bellevue WA 02/2013 07/2018
Soundmark Wealth Management Kirkland WA 07/2018 12/2021
Ep Wealth Advisors, Llc. Torrance CA 12/2021 05/2022
Soundmark Wealth Management Kirkland WA 06/2022 04/2024
Edelman Financial Engines Santa Clara CA 04/2024 Present
  • 02/2013 → 07/2018
    Leaf & Company, Ps, Bellevue, Wa
    Bellevue, WA
  • 07/2018 → 12/2021
    Soundmark Wealth Management
    Kirkland, WA
  • 12/2021 → 05/2022
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 06/2022 → 04/2024
    Soundmark Wealth Management
    Kirkland, WA
  • 04/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2022-06-10 → 2024-05-08
    Soundmark Wealth Management, Llc
    Kirkland, WA
  • 2022-02-02 → 2022-06-08
    Ep Wealth Advisors
    Seattle, WA
    Torrance, CA
  • 2020-01-01 → 2022-01-03
    Soundmark Wealth Management, Llc
    Kirkland, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-28
  • S65 Uniform Investment Adviser Law Examination
    2019-12-28
Designations
Other Names
  • Terri Mozaffarian

View on SEC IAPD

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Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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