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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-24 |
| AZ | RA | APPROVED | 2025-07-22 |
| CO | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED_RES | 2023-10-02 |
Branch Locations
Chesterfield, CO • United States
4000 Legato Road 8Th Floor , Fairfax , VA 22033 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2013 | 01/2021 |
| Bank Of America, N.A. | Chandler | AZ | 12/2013 | 01/2021 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 01/2021 | 10/2021 |
| Proact Resources | Falcon | CO | 02/2022 | 06/2022 |
| Sportsmans Warehouse | Colorado Springs | CO | 09/2022 | 10/2022 |
| Systems Transport | Denver | CO | 03/2023 | 08/2023 |
| Reddy Ice | Colorado Springs | CO | 08/2023 | 09/2023 |
| Financial Engines Advisors, L.L.C. | Santa Clara | CA | 09/2023 | 06/2025 |
| Unemployed | Colorado Springs | CO | 11/2022 | 02/2023 |
| Unemployed | Falcon | CO | 11/2021 | 01/2022 |
| Edelman Financial Engines | Santa Clara | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-02 |
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