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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-07
TX RA APPROVED 2025-03-06
  • VA RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED
    Since 2025-03-06

Branch Locations

13727 Noel Rdtower 2 Suite 1075, Dallas, TX 75240 • United States

Irving, TX • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Midland Ira, Inc. Chicago IL 07/2012 11/2017
Act Wealth Management, Llc Dallas TX 11/2017 02/2021
Personal Capital Advisors Corporation Dallas TX 03/2021 02/2025
Empower Advisory Group, Llc Greenwood Village CO 04/2023 02/2025
Edelman Financial Engines Santa Clara CA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-18
  • S65 Uniform Investment Adviser Law Examination
    2017-12-18
Other Names
  • Matt Almaguer

View on SEC IAPD

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