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Sara Catherine Kula

Edelman Financial Engines

Plano, TX

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-02
  • TX RA
    APPROVED
    Since 2020-04-02

Branch Locations

Plano, TX • 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
Financial Engines Advisors L.L.C. Sunnyvale CA 08/2019 10/2020
Edward Jones Lubbock TX 08/2018 07/2019
Edward Jones Aberdeen WA 06/2018 08/2018
Macy'S Phoenix AZ 12/2016 01/2017
Texas Tech University Lubbock TX 08/2015 05/2019
Financial Engines Advisors, L.L.C. Santa Clara IN 10/2020 Present
  • 08/2019 → 10/2020
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 08/2018 → 07/2019
    Edward Jones
    Lubbock, TX
  • 06/2018 → 08/2018
    Edward Jones
    Aberdeen, WA
  • 12/2016 → 01/2017
    Macy'S
    Phoenix, AZ
  • 08/2015 → 05/2019
    Texas Tech University
    Lubbock, TX
  • 10/2020 → Present
    Financial Engines Advisors, L.L.C.
    Santa Clara, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-05
  • S65 Uniform Investment Adviser Law Examination
    2019-10-05
Other Names
  • Sara Catherine Mackey

View on SEC IAPD

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