Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2011-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 07/2011 | 10/2018 |
| Edelman Financial Engines | Santa Clara | CA | 10/2018 | 08/2024 |
| Edelman Financial Engines | Santa Clara | CA | 08/2024 | Present |
(1) FaceFanz POSITION: Owner NATURE: Party Decoration Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2021 ADDRESS: Glendale, AZ 85305 DESCRIPTION: Create and ship party décor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-02 |
Reach out to this advisor