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Luke James Snyder

Edelman Financial Engines

Phoenix, AZ

Charleston, SC

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-10
SC RA APPROVED 2024-10-25
TX RA APPROVED 2024-05-23
  • AZ RA
    APPROVED
    Since 2026-04-10
  • SC RA
    APPROVED
    Since 2024-10-25
  • TX RA
    APPROVED
    Since 2024-05-23

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States

Charleston, SC • 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
Mcadam Llc Philadelphia PA 05/2021 05/2024
University Of Pennsylvania Philadelphia PA 08/2017 05/2021
Saint Augustine Preparatory School Richland NJ 08/2013 05/2017
Edelman Financial Engines Santa Clara CA 05/2024 03/2026
Unemployed West Deptford NJ 05/2017 08/2017
Edelman Financial Engines Santa Clara CA 03/2026 Present
  • 05/2021 → 05/2024
    Mcadam Llc
    Philadelphia, PA
  • 08/2017 → 05/2021
    University Of Pennsylvania
    Philadelphia, PA
  • 08/2013 → 05/2017
    Saint Augustine Preparatory School
    Richland, NJ
  • 05/2024 → 03/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2017 → 08/2017
    Unemployed
    West Deptford, NJ
  • 03/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-28
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28

View on SEC IAPD

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