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William Grady Mcelroy

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
TX RA APPROVED_RES 2020-04-02
AZ RA APPROVED 2016-05-26
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • AZ RA
    APPROVED
    Since 2016-05-26

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. Phoenix AZ 04/2016 Present
  • 04/2016 → Present
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-13
S63 Uniform Securities Agent State Law Examination 2013-12-05
  • S65 Uniform Investment Adviser Law Examination
    2016-05-13
  • S63 Uniform Securities Agent State Law Examination
    2013-12-05
Other Names
  • Bill Grady Mcelroy

View on SEC IAPD

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