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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
Jacksonville, FL • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2013 | 05/2026 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2013 | 05/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 05/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 05/2026 | Present |
I*3784271 Entity Type: Entity For Profit Name of OBA: Surrency Holdings LLC Address: Jacksonville, Florida, 32218 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/20/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Rental Property in an LLC I am a member of the LLC and the manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
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