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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-13 |
| WA | RA | APPROVED | 2016-04-14 |
Branch Locations
32001 32Nd Avenue South, Suite 330, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 09/2013 | 11/2017 |
| Financial Engines Advisors L.L.C. | Federal Way | WA | 12/2017 | 02/2025 |
| Edelman Financial Engines | Santa Clara | CA | 02/2025 | Present |
(1) LI-BRA REALTY GROUP INC.: A NEW YORK-INCORPORATED S-CORP THAT IS A LICENSED REAL ESTATE BROKERAGE FIRM IN NEW YORK STATE. THIS COMPANY IS INACTIVE AT THIS TIME, AND I HAVE NO PLANS TO RE-ACTIVATE IT; INVESTMENT RELATED: NO; ADDRESS: RENTON WA; START DATE: 08/24/2006; NATURE: REAL ESTATE; POSITION: PRESIDENT AND CEO; HOURS/MONTH 0 HRS; SECURITIES TRADING HOURS: 0 HRS/MNTH; DUTIES: I AM THE SOLE SHAREHOLDER AND DO NOT DRAW ANY INCOME FROM THIS BUSINESS. (2) PANTHER PROPERTY MANAGEMENT LLC: AN ARIZONA-INCORPORATED LLC. THE COMPANY IS INACTIVE AT THIS TIME; INVESTMENT RELATED: NO; ADDRESS: RENTON, WA; START DATE: 02/29/2012 NATURE: REAL ESTATE; POSITION: SOLE SHAREHOLDER; HOURS/MONTH 0 HRS; SECURITIES TRADING HOURS: 0 HRS/MNTH; DUTIES: I AM THE SOLE SHAREHOLDER AND DO NOT DRAW ANY INCOME FROM THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-11 |
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