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Kenneth Delano Grier

Edelman Financial Engines

Tysons, VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-30
VA RA APPROVED 2016-11-30
  • TX RA
    APPROVED
    Since 2016-11-30
  • VA RA
    APPROVED
    Since 2016-11-30

Branch Locations

1750 Tysons Blvd Suite 1140, Tysons, VA 22102 • 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
Tmfs Advisors, Llc Overland Park KS 07/2013 11/2016
Financial Engines Advisors L.L.C. Vienna VA 11/2016 01/2021
Financial Engines Advisors L.L.C. Santa Clara CA 01/2021 Present
  • 07/2013 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → 01/2021
    Financial Engines Advisors L.L.C.
    Vienna, VA
  • 01/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2013-07-01 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Overland Park, KS
    Vienna, VA
  • 2012-02-29 → 2013-07-02
    The Mutual Fund Store
    Glen Allen, VA
  • 2012-02-07 → 2012-02-22
    Richmond, VA
Other Businesses

(1) Rental Property; INVESTMENT RELATED: No; ADDRESS: 407 SOUTH LAUREL ST. RICHMOND, VA 23220 NATURE: Rental Property; POSITION: Owner; START DATE: 10/01/2010; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 HRS; DUTIES: Payment processing. (2) Rental Property; INVESTMENT RELATED: No; ADDRESS: 1530 LAUREL TOP DR. MIDLOTHIAN, VA 23114; NATURE: Rental Property; POSITION: Owner; START DATE: 07/01/2013; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 HRS; DUTIES: Payment processing. (3) G&G White Horse Mountain; INVESTMENT RELATED: No; ADDRESS: 11890 Sunrise Valley Dr, Suite 206, Reston VA 20191; NATURE: Timber; POSITION: Owner; START DATE: ; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Owner of the land and LLC. (4) G2 Investments LLC; INVESTMENT RELATED: No; ADDRESS: 11890 Sunrise Valley Dr, Reston, VA 20191; NATURE: General investments; POSITION: Review investment opportunities; START DATE: 03/15/2024; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Review investment opportunities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-06
S63 Uniform Securities Agent State Law Examination 2010-04-09
  • S65 Uniform Investment Adviser Law Examination
    2012-02-06
  • S63 Uniform Securities Agent State Law Examination
    2010-04-09

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