Inactive

Yvonne Fleurange Beaudreau

Edelman Financial Engines

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Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2023-02-21
TX	RA	APPROVED	2020-03-04

RI RA
APPROVED

Since 2023-02-21
TX RA
APPROVED

Since 2020-03-04

Branch Locations

Forestdale, RI • 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

Organization	City	State	From	To
Freedom Trail Financial	Boston	MA	04/2014	12/2017
Watermark Wealth Strategies	Scottsdale	AZ	03/2018	07/2018
Freedom Trail Financial	Boston	MA	12/2017	03/2018
Financial Engines Advisors L.L.C.	Phoenix	AZ	07/2018	06/2021
Financial Engines Advisors L.L.C.	Santa Clara	CA	06/2021	09/2024
Edelman Financial Engines	Santa Clara	CA	09/2024	03/2026
Edelman Financial Engines	Santa Clara	CA	03/2026	Present

04/2014 → 12/2017

Freedom Trail Financial

Boston, MA
03/2018 → 07/2018

Watermark Wealth Strategies

Scottsdale, AZ
12/2017 → 03/2018

Freedom Trail Financial

Boston, MA
07/2018 → 06/2021

Financial Engines Advisors L.L.C.

Phoenix, AZ
06/2021 → 09/2024

Financial Engines Advisors L.L.C.

Santa Clara, CA
09/2024 → 03/2026

Edelman Financial Engines

Santa Clara, CA
03/2026 → Present

Edelman Financial Engines

Santa Clara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-23
S66	Uniform Combined State Law Examination	2015-12-02

S65 Uniform Investment Adviser Law Examination

2018-08-23
S66 Uniform Combined State Law Examination

2015-12-02

View on SEC IAPD

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