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Mark Bronislaw Kowalek

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-31
AZ RA APPROVED 2008-06-16
  • TX RA
    APPROVED_RES
    Since 2020-03-31
  • AZ RA
    APPROVED
    Since 2008-06-16

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • 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
Financial Engines Phoenix AZ 05/2008 Present
  • 05/2008 → Present
    Financial Engines
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-29
S63 Uniform Securities Agent State Law Examination 2005-09-06
  • S65 Uniform Investment Adviser Law Examination
    2008-05-29
  • S63 Uniform Securities Agent State Law Examination
    2005-09-06

View on SEC IAPD

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