Robert William Elmer

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 02/2018
  Scottrade, Inc
  Redding, CA
• 02/2018 → 01/2021
  Td Ameritrade, Inc
  Redding, CA
• 03/2021 → 12/2021
  Jpmorgan Chase Bank, N.A.
  Redding, CA
• 03/2021 → 12/2021
  J.P. Morgan Securities Llc
  Redding, CA
• 02/2018 → 12/2020
  Td Ameritrade Investment Management, Llc
  Redding, CA
• 04/2013 → 02/2018
  Scottrade Investment Management
  Redding, CA
• 04/2013 → 01/2021
  Td Ameritrade
  Redding, CA
• 02/2021 → 02/2021
  Unemployed
  Redding, CA
• 08/2022 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2022 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 01/2022 → 07/2022
  Unemployed
  Redding, CA

Previous Registrations

• 2021-04-09 → 2021-12-09
  J.P. Morgan Securities Llc
  Redding, CA
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Redding, CA
  Roseville, CA
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Redding, CA
• 2017-05-12 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2007-12-07 → 2009-05-05
  Lpl Financial Llc
  Ferndale, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-11
• S63 Uniform Securities Agent State Law Examination
  2013-08-20

Other Names

• Robert William Valencia
• Robert W Elmer
• Robert William Elmer
• Robert W. Elmer