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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-01 |
Branch Locations
7900 Glades Road Suite 310, Boca Raton, FL 33434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services | Fairfax | VA | 04/2015 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
(1)AMWAY POSITION: Agent/Contractor NATURE: Retail (Apparel, Food, General) INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2017 ADDRESS: 7575 Fulton Street East, Ada MI 49355, United States DESCRIPTION: My husband and I are IBOs (Independent Business Owners) selling retail products online to earn extra monthly income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-19 |
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