Inactive

Claire Helen Mork

Edelman Financial Engines

Westminster, CO

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Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2016-11-30
TX	RA	APPROVED	2016-11-30

CO RA
APPROVED

Since 2016-11-30
TX RA
APPROVED

Since 2016-11-30

Branch Locations

1120 W. 122Nd Ave Suite 300, Westminster, CO 80234 • 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

Organization	City	State	From	To
Tmfs Advisors, Llc	Overland Park	KS	06/2015	11/2016
Financial Engines Advisors L.L.C.	Westminster	CO	11/2016	12/2024
Edelman Financial Engines	Santa Clara	CA	12/2024	Present

06/2015 → 11/2016

Tmfs Advisors, Llc

Overland Park, KS
11/2016 → 12/2024

Financial Engines Advisors L.L.C.

Westminster, CO
12/2024 → Present

Edelman Financial Engines

Santa Clara, CA

Previous Registrations

2015-07-02 → 2016-11-30

Financial Engines Advisor Center, Llc

Westminster, CO

Overland Park, KS
2010-08-10 → 2015-09-02

The Mutual Fund Store

Westminister, CO

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-09
S63	Uniform Securities Agent State Law Examination	2009-04-24

S65 Uniform Investment Adviser Law Examination

2010-08-09
S63 Uniform Securities Agent State Law Examination

2009-04-24

Designations

Other Names

Claire Helen Eldridge
Claire H Eldridge

View on SEC IAPD

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Other Investors

DANIEL GEORGE MEDINA

JENNIFER WEEKS ARMSTRONG

JEANZEN MURIEL MERCADO

Stephen Carrera

RYAN JAMES PETRY

Ryan Michael Cox

Other Offices

J.P. MORGAN SECURITIES LLC · WESTMINSTER, CO

WELLS FARGO CLEARING SERVICES, LLC · WESTMINSTER, CO

ASCENSUS INVESTMENT ADVISORS, LLC · BROOMFIELD, CO

KEY INVESTMENT SERVICES LLC · Westminster, CO

EDWARD JONES · WESTMINSTER, CO

WEALTH WATCH ADVISORS, INC · WESTMINSTER, CO

WORTH ADVISORS · Westminster, CO

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · WESTMINSTER, CO

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