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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-04 |
| AZ | RA | APPROVED | 2021-12-23 |
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 | 11/2021 | Present |
| Infosys Bpm | Scottsdale | AZ | 10/2020 | 10/2021 |
| Randstad | Scottsdale | AZ | 02/2020 | 10/2020 |
| Consolidated Container Company | Phoenix | AZ | 04/2019 | 02/2020 |
| Randstad | Phoenix | AZ | 12/2018 | 04/2019 |
| Costco | Phoenix | AZ | 11/2018 | 12/2018 |
| Amazon | Phoenix | AZ | 11/2018 | 11/2018 |
| Handyman Paul Does It All!!! | Los Angeles | CA | 03/2012 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-02 |
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