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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines | Palo Alto | CA | 10/1998 | 03/2024 |
| Edelman Financial Engines | Santa Clara | CA | 03/2024 | Present |
BUSINESS NAME: CHRISTIAN AND SOPHIA MACKEY LLC IS BUSINESS INVESTMENT RELATED? YES, BUSINESS IS INVESTMENT RELATED ADDRESS: 7009 N 13TH PLACE, PHOENIX, AZ 85020 NATURE: TO INVEST FOR OUR PERSONAL RETIREMENT AND OUR KIDS' COLLEGE. POSITION/TITLE: MEMBER, 50% OWNER (THE OTHER 50% IS MY HUSBAND) APPROX HOURS: 2 HOURS PER MONTH APPROX HOURS DURING SECURITIES HOURS: 0 HOURS PER MONTH DUTIES: CHOOSE INITIAL MUTUAL FUND INVESTMENTS, REALLOCATE INVESTMENTS AS NEEDED, SELL SOME INVESTMENTS IF WE NEED TO CASH OUT ANY AMOUNT, TAKE MONEY OUT AS NEEDED BUT WE INTEND TO KEEP THIS ACCOUNT INTACT FOR GROWTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-09 |
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