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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-11 |
Branch Locations
100 High Street Suite 950, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pvg Asset Management Corp | Centennial | CO | 09/2014 | 09/2016 |
| Personal Capital Advisors Corporation | Denver | CO | 10/2016 | 07/2025 |
| Empower Advisory Group, Llc | Denver | CO | 04/2023 | 07/2025 |
| Dash Investments | Plano | TX | 08/2025 | 04/2026 |
| Claro Advisors, Inc. | Littleton | CO | 05/2026 | Present |
1) Rental Property; Not investment-related; 2157 E. Mineral Avenue, Centennial, Colorado 80122; Rental; Owner; Property manager handles the day to day management; Paying for repairs or updates as needed; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-25 |
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