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Christopher Robert Davidson

Edelman Financial Engines

Novi, MI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-11-01
TX RA APPROVED_RES 2018-11-01
  • MI RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED_RES
    Since 2018-11-01

Branch Locations

39555 Orchard Hill Place Suite 365, Novi, MI 48375 • 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
Edelman Financial Services, Llc Fairfax VA 04/2014 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 08/2026
Edelman Financial Engines Santa Clara CA 08/2026 Present
  • 04/2014 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 08/2026
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 08/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2014-05-02 → 2018-11-01
    Edelman Financial Services, Llc
    Novi, MI
    Glenview, IL
    Fairfax, VA
  • 2011-06-02 → 2014-04-21
    Cla Financial Advisors, Llc
    Northbrook, IL
  • 2006-09-22 → 2011-03-30
    Ameriprise Financial Services, Llc
    Chicago, IL
    Downers Grove, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-11
S66 Uniform Combined State Law Examination 2006-09-21
  • S63 Uniform Securities Agent State Law Examination
    2014-07-11
  • S66 Uniform Combined State Law Examination
    2006-09-21

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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