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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2018-11-14 |
| WA | RA | APPROVED | 2018-01-03 |
Branch Locations
20700 44Th Ave West Suite 500, Lynnwood, WA 98036 • United States
Peoria, AZ • United States
500 108Th Avenue Ne Suite 1840, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 09/2015 | 12/2017 |
| Financial Engines Advisors L.L.C. | Bellevue | WA | 01/2018 | 02/2026 |
| Edelman Financial Engines | Santa Clara | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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