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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-11-01 |
Branch Locations
200 Westgate Parkway Westgate Ii Suite 202, Henrico, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Fairfax | MD | 07/2017 | 11/2018 |
| Vectors Research Management, Llc | Glen Allen | VA | 09/2012 | 06/2017 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-24 |
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