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Inactive

Matthew D Armendaris

Edelman Financial Engines

Boca Raton, FL

Charlotte, NC

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-31
NC RA APPROVED 2026-07-16
TX RA APPROVED_RES 2026-06-25
  • FL RA
    APPROVED
    Since 2026-07-31
  • NC RA
    APPROVED
    Since 2026-07-16
  • TX RA
    APPROVED_RES
    Since 2026-06-25

Branch Locations

7900 Glades Road Suite 310, Boca Raton, FL 33434 • United States

Charlotte, NC • 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
Business Benefits Group Fairfax VA 10/2016 03/2018
Incisive Financial Group Fairfax VA 03/2018 04/2021
George Mason University Fairfax VA 08/2012 05/2017
Ameritas Investment Corp Lincoln NE 05/2018 04/2021
West Financial Services, Inc. Mclean VA 04/2021 11/2023
West Financial Services, Inc. Mclean VA 11/2023 08/2025
Unemployed Fairport NY 09/2025 05/2026
Edelman Financial Engines Santa Clara CA 06/2026 Present
  • 10/2016 → 03/2018
    Business Benefits Group
    Fairfax, VA
  • 03/2018 → 04/2021
    Incisive Financial Group
    Fairfax, VA
  • 08/2012 → 05/2017
    George Mason University
    Fairfax, VA
  • 05/2018 → 04/2021
    Ameritas Investment Corp
    Lincoln, NE
  • 04/2021 → 11/2023
    West Financial Services, Inc.
    Mclean, VA
  • 11/2023 → 08/2025
    West Financial Services, Inc.
    Mclean, VA
  • 09/2025 → 05/2026
    Unemployed
    Fairport, NY
  • 06/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-04
S63 Uniform Securities Agent State Law Examination 2018-07-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-04
  • S63 Uniform Securities Agent State Law Examination
    2018-07-26
Other Names
  • Matt Armendaris
  • Matthew David Armendaris

View on SEC IAPD

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LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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