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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-03
AL RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
GA RA APPROVED 2025-04-11
  • SC RA
    APPROVED
    Since 2026-06-03
  • AL RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03
  • GA RA
    APPROVED
    Since 2025-04-11

Branch Locations

3595 Grandview Pkwy Suite 475, Birmingham, AL 35243 • United States

Mt Pleasant, 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
E*Trade Securities Llc Alpharetta GA 05/2023 06/2024
Oak Street Health Greenville SC 06/2022 03/2023
Halls Chophouse Greenville/Columbia SC 05/2020 06/2022
Ingles Taylors SC 03/2020 06/2020
Takosushi Columbia SC 06/2019 12/2019
Student Columbia SC 08/2018 05/2021
Panera Bread Taylors SC 02/2018 02/2019
Student Greer SC 08/2017 04/2018
Vector Marketing Greer SC 06/2017 07/2017
Student Greer SC 01/2015 06/2017
Morgan Stanley Alpharetta GA 09/2023 06/2024
Edelman Financial Engines Santa Clara CA 06/2024 02/2026
Ramano's Macaroni Grill Greer SC 12/2016 01/2017
Edelman Financial Engines Santa Clara CA 02/2026 Present
  • 05/2023 → 06/2024
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2022 → 03/2023
    Oak Street Health
    Greenville, SC
  • 05/2020 → 06/2022
    Halls Chophouse
    Greenville/Columbia, SC
  • 03/2020 → 06/2020
    Ingles
    Taylors, SC
  • 06/2019 → 12/2019
    Takosushi
    Columbia, SC
  • 08/2018 → 05/2021
    Student
    Columbia, SC
  • 02/2018 → 02/2019
    Panera Bread
    Taylors, SC
  • 08/2017 → 04/2018
    Student
    Greer, SC
  • 06/2017 → 07/2017
    Vector Marketing
    Greer, SC
  • 01/2015 → 06/2017
    Student
    Greer, SC
  • 09/2023 → 06/2024
    Morgan Stanley
    Alpharetta, GA
  • 06/2024 → 02/2026
    Santa Clara, CA
  • 12/2016 → 01/2017
    Ramano's Macaroni Grill
    Greer, SC
  • 02/2026 → Present
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-03
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21
Other Names
  • Justin P Hunt

View on SEC IAPD

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