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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
| FL | RA | APPROVED | 2026-01-27 |
Branch Locations
Alys Beach, FL • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 12/2013 | 01/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2024 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2024 | Present |
1) OBA-12423|OrgNmn:Scott Family IRREV Trust|Org Addr:Mefield,Massachuse,US|OBA Nature:It is a number of Trusts|Invst Rel:Y|Title:Scott Family Trusts Trustee|Duties:I am the Sole Trustee for the trusts and provide ovesight|StrtDt:12-15-10|TotHrs/mon:10|TrdHrs/mon:0|OBA-101507|OrgNmn:Propeety Management|Org Addr:medfield ,Massachuse,US|OBA Nature:manage the admin of 7 properti|Invst Rel:Y|Title:manager of the business|Duties:hiring the property mgr to manage the Realestate|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|. 2) Nantucket Hot Sauce, LLC / Manager. Make hot sauce with my daughter in our kitchen to potentially sell at farmers market. 1 hour per month; 0 during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-29 |
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