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Aaron Lehi Kirkland

Edelman Financial Engines

Fairfax, 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_RES 2023-01-06
VA RA APPROVED 2022-07-28
  • TX RA
    APPROVED_RES
    Since 2023-01-06
  • VA RA
    APPROVED
    Since 2022-07-28

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Edelman Financial Engines Santa Clara CA 05/2026 Present
Td Ameritrade Draper UT 05/2010 07/2022
Financial Engines Advisors L.L.C. Santa Clara CA 07/2022 05/2026
  • 05/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2010 → 07/2022
    Td Ameritrade
    Draper, UT
  • 07/2022 → 05/2026
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2022-03-02 → 2022-07-27
    Charles Schwab & Co., Inc.
    Cottonwood Heights, UT
  • 2016-10-25 → 2022-07-27
    Td Ameritrade, Inc.
    Salt Lake City, UT
    Cottonwood Heights, UT
  • 2016-10-25 → 2022-07-27
    Td Ameritrade Investment Management, Llc
    Salt Lake City, UT
    Midvale, UT
    Cottonwood Heights, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-24
  • S66 Uniform Combined State Law Examination
    2016-10-24

View on SEC IAPD

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PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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