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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Richardson, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 11/2014 11/2024
Tiaa Lewisville TX 11/2014 11/2024
Empower Financial Services, Inc Greenwood Village CO 12/2025 Present
Na - Unemployed Richardson TX 11/2024 12/2025
Empower Advisory Group, Llc Greenwood Village CO 01/2026 Present
  • 11/2014 → 11/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Lewisville, TX
  • 11/2014 → 11/2024
    Tiaa
    Lewisville, TX
  • 12/2025 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 11/2024 → 12/2025
    Na - Unemployed
    Richardson, TX
  • 01/2026 → Present
    Greenwood Village, CO
Other Businesses

COLLAB BUILDERS LLC POSITION: Member NATURE: Buying and flipping homes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Home Address, Richardson TX 75082, United States DESCRIPTION: Managing Inventory

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 2011-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    2011-02-22
Other Names
  • Lloyd Perea
  • Pepe L Perea
  • Pepe Lloyd Perea

View on SEC IAPD

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