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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 04/2023 | 08/2024 |
| Unemployed | Canonsburg | PA | 04/2022 | 04/2023 |
| Swenson's Drive Inns | Akron | OH | 01/2019 | 04/2022 |
| Kent State University | Kent | OH | 08/2017 | 12/2021 |
| Canon-Mcmillan High School | Canonsburg | PA | 04/2013 | 06/2017 |
| Edelman Financial Engines | Santa Clara | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-18 |
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