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Financial Engines, Inc.

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Company Details

Name: Financial Engines, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Conversion
Date of Organization in Rhode Island: 14 Dec 2016 (9 years ago)
Date of Dissolution: 21 Aug 2018 (7 years ago)
Date of Status Change: 21 Aug 2018 (7 years ago)
Identification Number: 001669166
Place of Formation: DELAWARE
Purpose: INVESTMENT SERVICES
Principal Address: Google Maps Logo 1050 ENTERPRISE WAY 3RD FLOOR, SUNNYVALE, CA, 94089, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

PRESIDENT

Name Role Address
LAWRENCE M RAFFONE PRESIDENT 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA

SECRETARY

Name Role Address
LEWIS ANTONE JR. SECRETARY 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA

CFO

Name Role Address
CRAIG FOSTER CFO 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA

DIRECTOR

Name Role Address
BLAKE R GROSSMAN DIRECTOR 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA
DAVID B YOFFIE DIRECTOR 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA
JOSEPH GRUNDFEST DIRECTOR 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA

Events

Type Date Old Value New Value
Conversion 2018-08-21 Financial Engines, Inc. Edelman Financial Engines, LLC on 08-21-2018

Filings

Number Name File Date
201857811670 Annual Report 2018-02-07
201741722480 Annual Report 2017-04-26
201628855890 Application for Certificate of Authority 2016-12-14

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Date of last update: 01 Jun 2025

Sources: Rhode Island Department of State