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Marious Donovan Yancheson

Edelman Financial Engines

Dallas, TX

Fairfax , VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-27
AZ RA APPROVED 2026-01-27
TX RA APPROVED 2026-01-14
  • VA RA
    APPROVED
    Since 2026-08-27
  • AZ RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

Dallas, TX • United States

4000 Legato Road 8Th Floor , Fairfax , VA 22033 • 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
Pnc Bank Kalamazoo MI 08/2017 09/2018
Western Michigan University Kalamazoo MI 08/2014 05/2018
Fisher Investments Plano TX 09/2018 06/2024
Equity Trust Company Cleveland OH 09/2024 01/2025
Evergreen Wealth Advisors Plano TX 02/2025 12/2025
Edelman Financial Engines Santa Clara CA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-16
  • S65 Uniform Investment Adviser Law Examination
    2019-04-16

View on SEC IAPD

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