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Inactive

Alan Woodby

Edelman Financial Engines

Alpharetta, GA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-08-04
  • GA RA
    APPROVED
    Since 2025-08-04

Branch Locations

3460 Preston Ridge Rd Suite 500, Alpharetta, GA 30005 • 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
Edelman Financial Engines Santa Clara CA 02/2024 Present
Northwestern Mutal Atlanta GA 04/2023 01/2024
Unemployed Atlanta GA 01/2023 04/2023
Plains Capital Bank Lubbock TX 10/2021 12/2022
Dansby Insurance & Associates Lubbock TX 08/2020 10/2021
Student Lubbock TX 02/2015 05/2021
  • 02/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 04/2023 → 01/2024
    Northwestern Mutal
    Atlanta, GA
  • 01/2023 → 04/2023
    Unemployed
    Atlanta, GA
  • 10/2021 → 12/2022
    Plains Capital Bank
    Lubbock, TX
  • 08/2020 → 10/2021
    Dansby Insurance & Associates
    Lubbock, TX
  • 02/2015 → 05/2021
    Student
    Lubbock, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-23
  • S65 Uniform Investment Adviser Law Examination
    2025-07-23

View on SEC IAPD

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Other Offices

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