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Inactive

Thomas Jay Erb

Edelman Financial Engines

Arvadaco, CO

Fairfax, VA

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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 2025-11-17
CO RA APPROVED 2025-11-13
VA RA APPROVED 2025-11-13
  • TX RA
    APPROVED_RES
    Since 2025-11-17
  • CO RA
    APPROVED
    Since 2025-11-13
  • VA RA
    APPROVED
    Since 2025-11-13

Branch Locations

Arvadaco, CO • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Personal Capital Advisors Corporation Denver CO 06/2015 01/2017
United States Army Reserves Windsor CO 12/2011 12/2017
Personal Capital Advisors Corporation Denver CO 01/2017 11/2019
Personal Capital Advisors Corporation Denver CO 11/2019 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 07/2025
Edelman Financial Engines Santa Clara CA 11/2025 Present
Unemployed Arvada CO 07/2025 11/2025
  • 06/2015 → 01/2017
    Personal Capital Advisors Corporation
    Denver, CO
  • 12/2011 → 12/2017
    United States Army Reserves
    Windsor, CO
  • 01/2017 → 11/2019
    Personal Capital Advisors Corporation
    Denver, CO
  • 11/2019 → 04/2023
    Personal Capital Advisors Corporation
    Denver, CO
  • 04/2023 → 07/2025
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 11/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 07/2025 → 11/2025
    Unemployed
    Arvada, CO
Previous Registrations
  • 2023-04-03 → 2025-07-16
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2019-05-07 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-06
  • S65 Uniform Investment Adviser Law Examination
    2019-05-06

View on SEC IAPD

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