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David Marc Shachory

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-27
TX RA APPROVED_RES 2023-08-23
  • AZ RA
    APPROVED
    Since 2023-09-27
  • TX RA
    APPROVED_RES
    Since 2023-08-23

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • 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
Financial Engines Advisors L.L.C. Santa Clara CA 06/2023 10/2024
Money Source Inc. Phoenix AZ 04/2016 10/2016
1St Rate Home Mortgage Inc. Phoenix AZ 11/2016 02/2017
Right Start Mortgage Tempe AZ 02/2017 07/2018
Loandepot.COm, Llc Scottsdale AZ 09/2017 12/2017
Doordash Phoenix AZ 10/2018 03/2022
Involve.AI, Inc. Los Angeles CA 03/2022 07/2022
Flatiron School New York NY 02/2023 05/2023
Checkr Inc. Phoenix AZ 09/2022 05/2023
Lead Forensics Phoenix AZ 07/2018 11/2018
Paradox, Inc. Phoenix AZ 04/2018 07/2018
Edelman Financial Engines Santa Clara CA 10/2024 07/2026
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 06/2023 → 10/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 04/2016 → 10/2016
    Money Source Inc.
    Phoenix, AZ
  • 11/2016 → 02/2017
    1St Rate Home Mortgage Inc.
    Phoenix, AZ
  • 02/2017 → 07/2018
    Right Start Mortgage
    Tempe, AZ
  • 09/2017 → 12/2017
    Loandepot.COm, Llc
    Scottsdale, AZ
  • 10/2018 → 03/2022
    Doordash
    Phoenix, AZ
  • 03/2022 → 07/2022
    Involve.AI, Inc.
    Los Angeles, CA
  • 02/2023 → 05/2023
    Flatiron School
    New York, NY
  • 09/2022 → 05/2023
    Checkr Inc.
    Phoenix, AZ
  • 07/2018 → 11/2018
    Lead Forensics
    Phoenix, AZ
  • 04/2018 → 07/2018
    Paradox, Inc.
    Phoenix, AZ
  • 10/2024 → 07/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2013-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2013-10-17

View on SEC IAPD

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