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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-12 |
| MD | RA | APPROVED | 2018-11-01 |
Branch Locations
6550 Rock Spring Drive Suite 510, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 01/2010 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
1) RENTAL PROPERTY, MYRTLE BEACH, SC, JTWROS, 3/2007, 1 HR PER MONTH, 0 HR DURING SECURITIES TRADING, RENTAL INCOME. 2)Ryan and Lesley Poirier Jt; INVESTMENT RELATED: No; ADDRESS: 203 Heron Marsh Dr, Pawleys Island, SC, 29585; NATURE: Rental Property; POSITION: JT Owner; START DATE: 02/15/2025; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Property Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-03-26 |
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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