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Trent Lowell Davidson

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 2020-03-12
AZ RA APPROVED 2017-08-25
  • TX RA
    APPROVED_RES
    Since 2020-03-12
  • AZ RA
    APPROVED
    Since 2017-08-25

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
Fidelity Investments American Fork UT 06/2016 07/2017
Financial Engines Advisors L.L.C. Phoenix AZ 08/2017 09/2021
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 04/2022
Financial Engines Advisors L.L.C. Santa Clara CA 04/2022 Present
  • 06/2016 → 07/2017
    Fidelity Investments
    American Fork, UT
  • 08/2017 → 09/2021
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 09/2021 → 04/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 04/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-09
  • S66 Uniform Combined State Law Examination
    2016-07-09
Other Names
  • Trent L Davidson
  • Trent Lowell Davidson
  • Trent Davidson

View on SEC IAPD

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