Mary Stone Davis

Current Employers

Employment History

• 04/1994 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 1994-05-17 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Fairfax, VA
  Tysons Corner, VA
  Tysons Corner, VA

Other Businesses

1) FORMER RESIDENCE; NOT INVESTMENT-RELATED; 4617 MACARTHUR BLVD. NW, WASHINGTON DC 20007; PROPERTY RENTAL; OWNER/LANDLORD; START DATE: 1/1/1992; 0.5 HRS./MTH. ON ACTIVITY; 0 HRS./MTH. DURING SECURITIES TRADING HRS.; RENT AND MAINTAIN CONDO AS RENTAL. 2) McLean Project for the Arts; INVESTMENT RELATED: No; ADDRESS: 1234 Ingleside Ave, McLean, VA 22101 ; NATURE: MPA is a non-profit organization that exhibits and supports the work of emerging and established artists, promotes public awareness of contemporary art, and offers instruction and education in the visual arts.; POSITION: Board Member; START DATE: 02/25/2025; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Attend board meetings 3x per yr, serve on a least 1 committee, attend a board member offsite one time per year and attend fundraising events sponsored by MPA and pledge to contribute at least $1,500 per year to MPA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-03
• S63 Uniform Securities Agent State Law Examination
  1984-12-07

Designations

Other Names

• Mary Louise Stone