Carla Lanza

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

• 05/2000 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 05/2000 → 11/2020
  Tiaa
  New York, NY
• 12/2020 → 10/2021
  Unemployed
  Bronx, NY
• 11/2021 → 12/2022
  Jp Morgan Chase Bank, N.A.
  Mount Vernon, NY
• 11/2021 → 12/2022
  J.P. Morgan Securities, Llc
  Mount Vernon, NY
• 12/2022 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 01/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-01-03 → 2022-12-06
  J.P. Morgan Securities Llc
  Mount Vernon, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-12-21
• S63 Uniform Securities Agent State Law Examination
  2000-10-05