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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2008 | 04/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | 04/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 04/2022 | 01/2023 |
| Advised Assets Group, Llc | Greenwood Village | CO | 04/2022 | 01/2023 |
| Fidelity Investments | Jacksonville | FL | 02/2023 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-09 |
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