Oriana Lucia Bonsembiante

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edelman Financial Engines	Santa Clara	CA	02/2026	Present
University Of Miami Herbert Business School	Coral Gables	FL	08/2024	05/2025
Strategic Financial Solutions	New York	NY	09/2022	08/2023
Unemployment	Houston	TX	06/2025	01/2026
Unemployment	Houston	TX	09/2023	07/2024
Unemployment	Houston	TX	11/2020	08/2022
Truitt Middle School	Houston	TX	01/2016	06/2017
Cypress Ridge High School	Houston	TX	08/2017	06/2018
St. Pius X High School	Houston	TX	08/2018	06/2021

02/2026 → Present

Edelman Financial Engines

Santa Clara, CA
08/2024 → 05/2025

University Of Miami Herbert Business School

Coral Gables, FL
09/2022 → 08/2023

Strategic Financial Solutions

New York, NY
06/2025 → 01/2026

Unemployment

Houston, TX
09/2023 → 07/2024

Unemployment

Houston, TX
11/2020 → 08/2022

Unemployment

Houston, TX
01/2016 → 06/2017

Truitt Middle School

Houston, TX
08/2017 → 06/2018

Cypress Ridge High School

Houston, TX
08/2018 → 06/2021

St. Pius X High School

Houston, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-26