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Inactive

Eduardo Ramon Pla Alvarez

Edelman Financial Engines

Orlando, FL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-12
FL RA APPROVED 2025-07-07
  • TX RA
    APPROVED
    Since 2026-01-12
  • FL RA
    APPROVED
    Since 2025-07-07

Branch Locations

1900 Summit Tower Blvd Suite 230, Orlando, FL 32810 • 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
Nova Southeastern University Davie FL 09/2018 03/2024
New York Life Sunrise FL 08/2023 01/2024
Nylife Securities Llc Sunrise FL 10/2023 01/2024
Student Fort Lauderdale FL 03/2019 02/2022
Student Miami FL 07/2013 07/2018
Financial Engines Advisors, L.L.C. Santa Clara CA 03/2024 05/2025
Edelman Financial Engines Santa Clara CA 06/2025 01/2026
Edelman Financial Engines Santa Clara FL 01/2026 Present
  • 09/2018 → 03/2024
    Nova Southeastern University
    Davie, FL
  • 08/2023 → 01/2024
    New York Life
    Sunrise, FL
  • 10/2023 → 01/2024
    Nylife Securities Llc
    Sunrise, FL
  • 03/2019 → 02/2022
    Student
    Fort Lauderdale, FL
  • 07/2013 → 07/2018
    Student
    Miami, FL
  • 03/2024 → 05/2025
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
  • 06/2025 → 01/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 01/2026 → Present
    Edelman Financial Engines
    Santa Clara, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01
Other Names
  • Eduardo Ramon Pla Alvarez

View on SEC IAPD

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