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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED_RES | 2020-06-05 |
| NE | RA | APPROVED | 2019-11-20 |
Branch Locations
10950 Grandview Drive Suite 500, Overland Park, KS 66210 • United States
18881 West Dodge Road Suite 240W, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 11/2014 | 07/2019 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 11/2019 | Present |
| Unemployed | Omaha | NE | 07/2019 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
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