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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dayton High School | Dayton | TX | 08/2014 | 05/2018 |
| Texas A&M University | College Station | TX | 08/2018 | 05/2022 |
| State Farm | Houston | TX | 08/2018 | 03/2025 |
| Edelman Financial Engines | Santa Clara | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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