Financial Engines, Inc. Overview
Financial Engines, Inc. filed as a Foreign Limited Liability Company (LLC) in the State of Texas on Tuesday, November 29, 2016 and is approximately eight years old, as recorded in documents filed with Texas Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.
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Financial Engines, Inc.
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Key People
Who own Financial Engines, Inc.
Name | |
---|---|
Lawrence M. Raffone 2 |
President
CEO
Director
Chief Executive Officer
|
Suzanne Van Staveren 3 |
CFO
|
Tom Kimberly 1 |
Cpo
Cto
|
Joseph Nedder 1 |
COO
Hr
|
Antone Lewis 2 |
Evp Gc
|
Kelly S. O'Donnell 1 |
Evp
|
Christopher L. Jones 1 |
Evp
Executive Vice Presi
Chief Information of
Evp Im
|
Paul Koontz |
Chairman
Director
|
Jeffrey N. Maggioncalda 1 |
President
CEO
Vice President
|
Raymond J. Sims |
CFO
Treasurer
Vice President
|
Jorge Del Calvo 4 |
Secretary
|
Lewis E. Antone 4 |
Secretary
Executive Vice Presi
General Counsel
Annual Report Signer
|
Peter Cohn 2 |
Secretary
|
William F. Sharpe 1 |
Director
|
Joseph A. Grundfest 1 |
Director
|
Michael E. Martin 1 |
Director
|
Heidi Fields |
Director
|
Robert A. Huret |
Director
|
Olena B. Lacy |
Director
|
Olena Berg-Lacy |
Director
|
Anne S. Tuttle |
Secretary
|
E. Olena Berg Lacy |
Director
|
David B. Yoffe |
Director
|
David B. Yoffie |
Director
|
John B. Shoven |
Director
|
Blake R. Grossman |
Director
|
Anne G. Cappel |
Secretary
|
John B. Bunch 1 |
Chief Operating Officer
Executive Vice Presi
|
Gina M. Cruise |
Evp Hr
|
Lee Antone |
Executive Vice Presi
|
Craig Foster |
Chief Financial Officer
Executive Vice Presi
|
Kelly S. O Donnell |
Cao
Cro
Executive Vice Presi
|
Kelly O. Donneli |
Executive Vice Presi
|
Michael J. Campbell |
Evp Tech
|
Showing 8 records out of 34
Companies for Financial Engines, Inc.
Financial Engines, Inc. has another company listed as an officer. It is not uncommon for one company to hold a position in another company.
Name | Status | Incorporated | Key People | Role |
---|---|---|---|---|
The Edelman Financial Engines Center, LLC |
Active
|
2012 |
Manager
|
Other Companies for Financial Engines, Inc.
Financial Engines, Inc. is listed as an officer in two other companies.
Name | Status | Incorporated | Key People | Role |
---|---|---|---|---|
Financial Engines Advisors L.L.C. |
Inactive
|
1998 |
12
|
Member
|
The Mutual Fund Store, LLC |
Inactive
|
2013 |
1
|
Member
|
Known Addresses for Financial Engines, Inc.
Corporate Filings for Financial Engines, Inc.
Florida Department of State
Filing Type: | Foreign for Profit Corporation |
---|---|
Status: | Inactive |
State: | Florida |
State ID: | F05000006122 |
Date Filed: | Friday, October 21, 2005 |
Florida Department of State
Filing Type: | Foreign for Profit Corporation |
---|---|
Status: | Inactive |
State: | Florida |
State ID: | F10000001194 |
Date Filed: | Monday, March 8, 2010 |
California Secretary of State
Filing Type: | Articles of Incorporation |
---|---|
Status: | Inactive |
State: | California |
State ID: | 01968649 |
Date Filed: | Monday, May 13, 1996 |
California Secretary of State
Filing Type: | Statement & Designation By Foreign Corporation |
---|---|
Status: | Inactive |
State: | California |
Foreign State: | Delaware |
State ID: | 03265907 |
Date Filed: | Friday, December 18, 2009 |
Nevada Secretary of State
Filing Type: | Foreign Limited-Liability Company |
---|---|
Status: | Active |
State: | Nevada |
Foreign State: | Delaware |
State ID: | E0527942016-0 |
Date Filed: | Wednesday, December 7, 2016 |
Texas Secretary of State
Filing Type: | Foreign Limited Liability Company (LLC) |
---|---|
Status: | Active In existence |
State: | Texas |
State ID: | 802592551 |
Date Filed: | Tuesday, November 29, 2016 |
Corporate Notes
Source | Date | Type | Note |
---|---|---|---|
11/29/2016 | Application for Registration | ||
12/7/2016 | Foreign Qualification | Initial Stock Value: Par Value Shares: 510,000,000 Value: $ 0.0001 No Par Value Shares: 0 ----------------------------------------------------------------- Total Authorized Capital: $ 51,000.00 | |
12/29/2016 | Initial List | ||
10/4/2017 | Annual List | ||
12/31/2017 | Public Information Report (PIR) | ||
12/31/2017 | Public Information Report (PIR) | ||
8/7/2018 | Amendment to Registration - Conversion or Merger | ||
9/10/2018 | Amended List | ||
9/10/2018 | Application for Foreign Registration | ||
9/10/2018 | Convert In | ||
9/10/2018 | Miscellaneous | REGULATORY APPROVAL | |
10/11/2018 | Annual List | ||
11/14/2018 | Application for Amended Registration | ||
11/27/2018 | Amendment | ||
11/27/2018 | Miscellaneous | ||
12/31/2018 | Public Information Report (PIR) | ||
12/31/2018 | Public Information Report (PIR) | ||
12/31/2019 | Public Information Report (PIR) | ||
12/31/2019 | Public Information Report (PIR) | ||
12/31/2021 | Public Information Report (PIR) | ||
12/31/2022 | Public Information Report (PIR) |
Trademarks for Financial Engines, Inc.
Serial Number:
77560492
Drawing Code: 4000
|
|
Serial Number:
77573313
Drawing Code: 2000
|
|
Serial Number:
76555225
Drawing Code: 1000
|
|
Serial Number:
75571818
Drawing Code: 1000
|
|
Serial Number:
76185648
Drawing Code: 1000
|
|
Serial Number:
75841237
Drawing Code: 2S13
|
|
Serial Number:
75841236
Drawing Code: 2S23
|
|
Serial Number:
76259404
Drawing Code: 1000
|
|
Serial Number:
75110862
Drawing Code:
|
|
Serial Number:
75571820
Drawing Code: 1000
|
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Sources
Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Data last refreshed on Saturday, April 6, 2024
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Data last refreshed on Saturday, March 2, 2024
Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019
Data last refreshed on Wednesday, May 8, 2019
California Secretary of State
Data last refreshed on Monday, April 4, 2022
Data last refreshed on Monday, April 4, 2022
California Secretary of State
Data last refreshed on Monday, April 4, 2022
Data last refreshed on Monday, April 4, 2022
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8
Known Addresses
99 High St Boston, MA 02110
28 State St Boston, MA 02109
4742 N 24th St Phoenix, AZ 85016
1804 Embarcadero Rd Palo Alto, CA 94303
2800 Sand Hill Rd Menlo Park, CA 94025
4000 Legato Rd Fairfax, VA 22033
2475 Hanover St Palo Alto, CA 94304
1050 Enterprise Way Sunnyvale, CA 94089
These addresses are known to be associated with Financial Engines, Inc. however they may be inactive or mailing addresses only. Please verify address for mailing or other purposes.
Wiki
6
Corporate Records