Best Investors Account Sign in
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-06-06
  • VA RA
    APPROVED
    Since 2025-06-06

Branch Locations

277 Bendix Rd Suite 150, Virginia Beach, VA 23452 • 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
Equitable Advisors Llc New York NY 02/2024 Present
Medinah Country Club Medinah IL 07/2020 08/2023
Tga Sports Estero FL 01/2023 04/2023
Palmira Country Club Bonita Springs FL 11/2021 04/2022
Florida Gulf Coast University Estero FL 08/2021 12/2023
Benedictine University Lisle IL 08/2019 05/2021
Stagg High School Palos Hills IL 08/2015 05/2019
Edelman Financial Engines Santa Clara CA 05/2025 Present
  • 02/2024 → Present
    New York, NY
  • 07/2020 → 08/2023
    Medinah Country Club
    Medinah, IL
  • 01/2023 → 04/2023
    Tga Sports
    Estero, FL
  • 11/2021 → 04/2022
    Palmira Country Club
    Bonita Springs, FL
  • 08/2021 → 12/2023
    Florida Gulf Coast University
    Estero, FL
  • 08/2019 → 05/2021
    Benedictine University
    Lisle, IL
  • 08/2015 → 05/2019
    Stagg High School
    Palos Hills, IL
  • 05/2025 → Present
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
  • S66 Uniform Combined State Law Examination
    2024-10-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor