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Grant Thompson

Edelman Financial Engines

Alexandria, VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-24
VA RA APPROVED 2024-06-13
  • TX RA
    APPROVED_RES
    Since 2026-07-24
  • VA RA
    APPROVED
    Since 2024-06-13

Branch Locations

1800 Diagonal Road Ste 480, Alexandria, VA 22314 • 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
Financial Engines Advisors, L.L.C. Santa Clara CA 09/2021 03/2026
Pure Performance Fairfax VA 01/2022 12/2022
Shenandoah University Winchester VA 08/2016 06/2021
Legum & Norman Realty Inc Falls Church VA 12/2019 01/2020
Brightview Landscapes Chantilly VA 06/2016 03/2021
Edelman Financial Engines Santa Clara CA 03/2026 07/2026
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 09/2021 → 03/2026
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
  • 01/2022 → 12/2022
    Pure Performance
    Fairfax, VA
  • 08/2016 → 06/2021
    Shenandoah University
    Winchester, VA
  • 12/2019 → 01/2020
    Legum & Norman Realty Inc
    Falls Church, VA
  • 06/2016 → 03/2021
    Brightview Landscapes
    Chantilly, VA
  • 03/2026 → 07/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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