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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 03/2026 | Present |
| N/A | Boardman | OH | 12/2024 | 02/2026 |
| The Ohio State University | Columbus | OH | 08/2020 | 12/2024 |
| Cardinal Mooney High School | Youngstown | OH | 08/2016 | 05/2020 |
| Polaris Technologies | Austintown | OH | 06/2020 | 07/2022 |
| St. Charles Elementary School | Boardman | OH | 08/2007 | 07/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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