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Kenneth Edward Robinson

Edelman Financial Engines

Tampa, FL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-23
TX RA APPROVED 2024-01-18
  • FL RA
    APPROVED
    Since 2024-01-23
  • TX RA
    APPROVED
    Since 2024-01-18

Branch Locations

Tampa, FL • 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
Umortgage Llc Philadelphia PA 03/2023 Present
Lincoln Lending Group Tampa FL 12/2022 03/2023
Rocket Mortgage Detroit MI 02/2021 11/2022
Suncoast Credit Union Tampa FL 12/2015 02/2021
Financial Engines Advisors, L.L.C. Santa Clara CA 11/2023 Present
  • 03/2023 → Present
    Umortgage Llc
    Philadelphia, PA
  • 12/2022 → 03/2023
    Lincoln Lending Group
    Tampa, FL
  • 02/2021 → 11/2022
    Rocket Mortgage
    Detroit, MI
  • 12/2015 → 02/2021
    Suncoast Credit Union
    Tampa, FL
  • 11/2023 → Present
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
Previous Registrations
Other Businesses

Loan Factory, Inc.; INVESTMENT RELATED: No; ADDRESS: 2195 Tully Road, San Jose, CA 95122; NATURE: Residential Mortgage Financing; POSITION: Employee; START DATE: 07/01/2024; NUMBER OF HOURS/MONTH: 0Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0Hrs.; DUTIES: Provide homebuyers and homeowners with loan product options that best suit their financial goals/needs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08
Other Names
  • Kenny Robinson
  • Ken Robinson

View on SEC IAPD

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