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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-06-19 |
| TX | RA | APPROVED | 2020-02-26 |
Branch Locations
10950 Grandview Drive Suite 500, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 03/2017 | 04/2020 |
| Guardian Life Insurance | Tempe | AZ | 06/2016 | 03/2017 |
| Financial Engines Advisors L.L.C | Kansas City | KS | 04/2020 | Present |
1) Rental Property; INVESTMENT RELATED: No; ADDRESS: 4241 Genessee Street, Kansas City, MO 64111; NATURE: Single Family Home Rental; POSITION: Owner; START DATE: 07/03/2023; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I own a rental property and rent out to a couple. I have a management company that manages the property for me. I just collect rent and pay for upkeep. The management company deals directly with the tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-06 |
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