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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc. | Fort Worth | TX | 08/2013 | 07/2017 |
| Personal Capital | Dallas | TX | 07/2017 | 11/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 11/2025 |
| Edelman Financial Engines | Santa Clara | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-30 |
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