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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-06-06
CA RA APPROVED 2025-06-05
TX RA APPROVED 2025-06-05
  • VA RA
    APPROVED
    Since 2025-06-06
  • CA RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-06-05

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

San Diego, CA • United States

3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130 • 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
Ferguson Mcclure And Associates Carlsbad CA 05/2010 07/2018
Independent Financial Group Carlsbad CA 07/2015 07/2018
Td Ameritrade San Diego CA 07/2018 12/2022
Charles Schwab And Co., Inc. San Diego CA 12/2022 06/2025
Charles Schwab Bank Ssb San Diego CA 07/2024 06/2025
Edelman Financial Engines Santa Clara CA 06/2025 Present
  • 05/2010 → 07/2018
    Ferguson Mcclure And Associates
    Carlsbad, CA
  • 07/2015 → 07/2018
    Independent Financial Group
    Carlsbad, CA
  • 07/2018 → 12/2022
    Td Ameritrade
    San Diego, CA
  • 12/2022 → 06/2025
    Charles Schwab And Co., Inc.
    San Diego, CA
  • 07/2024 → 06/2025
    Charles Schwab Bank Ssb
    San Diego, CA
  • 06/2025 → Present
    Santa Clara, CA
Previous Registrations
  • 2022-01-26 → 2025-06-19
    San Diego, CA
  • 2019-01-22 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2019-01-22 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Omaha, NE
  • 2015-08-28 → 2017-02-26
    Carlsbad, CA
  • 2012-01-06 → 2015-08-05
    Carlsbad, CA
  • 2009-12-18 → 2010-05-17
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
  • 2009-12-18 → 2010-05-17
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Other Businesses

Me Zemer; Investment Related:No|2978 East Caitland Court, Cottonwood Heights, UT, 84121;USA|Nonprofit Charitable Organizations|President|2023-11-25|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Charitable work where my role is mainly to choose projects and oversee completion

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-17
S63 Uniform Securities Agent State Law Examination 2008-11-19
  • S66 Uniform Combined State Law Examination
    2009-12-17
  • S63 Uniform Securities Agent State Law Examination
    2008-11-19
Other Names
  • Besi Husted

View on SEC IAPD

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