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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-12 |
| VA | RA | APPROVED | 2019-10-08 |
Branch Locations
1750 Tysons Blvd Suite 1140, Tysons Corner, VA 22102 • United States
19775 Belmont Executive Plaza Suite 530, Ashburn, VA 20147 • United States
1800 Diagonal Rd Suite 480, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Norfolk | VA | 08/2014 | 10/2018 |
| Raymond James Financial Services, Inc | Rockville | MD | 10/2018 | 09/2019 |
| Profeds/Fed Impact | Foxlake | IL | 01/2019 | 02/2019 |
| Federal Employee Benefit Advocates, Llc | Parker | CO | 01/2019 | 09/2019 |
| Ez Federal Benefits Education | Silver Spring | MD | 03/2019 | 09/2019 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 09/2019 | 08/2026 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-23 |
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