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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED_RES | 2025-06-07 |
| CO | RA | APPROVED | 2025-06-06 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors | Denver | CO | 09/2013 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 01/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 12/2023 | 01/2024 |
| Unemployed | Greenwood Village | CO | 02/2024 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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