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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-22 |
Branch Locations
11400 98Th Ave Ne Suite 301, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Seattle | WA | 05/2015 | 04/2025 |
| Edelman Financial Engines | Santa Clara | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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