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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-12 |
| VA | RA | APPROVED | 2025-06-12 |
| OH | RA | APPROVED | 2025-04-10 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
8800 Lyra Dr Suite 220, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Delaware | OH | 08/2014 | 05/2018 |
| Unemployed | Delaware | OH | 06/2018 | 08/2018 |
| Target Corporation | Powell | OH | 09/2018 | 01/2019 |
| Unemployed | Delaware | OH | 02/2019 | 06/2019 |
| Piada Italian Street Food | Dublin | OH | 07/2019 | 12/2019 |
| Student | Delaware | OH | 01/2020 | 05/2023 |
| First Commonwealth Bank | Delaware | OH | 11/2021 | 01/2022 |
| Edelman Financial Engines | Santa Clara | CA | 05/2022 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
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