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Kevin Joseph Maguire

Edelman Financial Engines

White Plains, NY

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-28
TX RA APPROVED_RES 2019-09-03
  • NY RA
    APPROVED
    Since 2021-04-28
  • TX RA
    APPROVED_RES
    Since 2019-09-03

Branch Locations

10 Bank Street Suite 1215, White Plains, NY 10606 • 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
Edelman Financial Services Llc Fairfax VA 08/2011 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 08/2011 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2018 → 10/2025
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2011-09-28 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    White Plains, NY
  • 2006-10-12 → 2008-04-18
    Chase Investment Services Corp.
    Chicago, IL
    Suffern, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-26
S65 Uniform Investment Adviser Law Examination 2006-06-05
S63 Uniform Securities Agent State Law Examination 1987-10-27
  • S66 Uniform Combined State Law Examination
    2011-09-26
  • S65 Uniform Investment Adviser Law Examination
    2006-06-05
  • S63 Uniform Securities Agent State Law Examination
    1987-10-27

View on SEC IAPD

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Other Offices

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BENJAMIN F. EDWARDS & COMPANY, INC. · WHITE PLAINS, NY
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