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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-11 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
San Tan Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Scottsdale | AZ | 08/2013 | 07/2019 |
| Facet Wealth | Baltimore | MD | 07/2019 | 02/2021 |
| Facet Wealth | Baltimore | MD | 07/2019 | 02/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2021 | 07/2026 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 02/2021 | 07/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | Present |
1) Self Employed income | Investment Related:No|Sports/Physical Recreation|Fitness Trainer|12/14/2023|Less than 20|0|I am looking to start assisting individuals with health and fitness goals, including personal training and strength and conditioning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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