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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp | Cincinnati | OH | 03/2014 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 02/2018 | 06/2018 |
| Walden University | Minneapolis | MN | 05/2015 | 11/2017 |
| Cvs | Maineville | OH | 08/2017 | 11/2017 |
| Northwestern Mutual Life Insurance Company | Allen | TX | 09/2018 | 02/2020 |
| Northwestern Mutual Investment Services, Llc. | Allen | TX | 09/2018 | 02/2020 |
| Usaa Financial Advisors Inc | Addison | TX | 02/2020 | 03/2020 |
| Kforce (Usaa) | Addison | TX | 02/2020 | 03/2020 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2020 | 06/2025 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2020 | 06/2025 |
| Bank Of America, N.A. | Cincinnati | OH | 02/2018 | 06/2018 |
| Amazon | Garland | TX | 11/2018 | 07/2019 |
| U.S. Bancorp Investments, Inc | Cincinnati | OH | 05/2016 | 02/2018 |
| Advatage Sales And Marketing | Cincinnati | OH | 04/2017 | 07/2017 |
| Unemployed | Mckinney | TX | 07/2018 | 08/2018 |
| Collin College | Celina | TX | 08/2021 | 04/2025 |
| Unemployed | Mckinney | TX | 07/2025 | 09/2025 |
| New York Liffe Insurance Company | Frisco | TX | 09/2025 | 07/2026 |
| Nylife Securities Llc | Frisco | TX | 09/2025 | 07/2026 |
| Eagle Strategies Llc | Frisco | TX | 10/2025 | 07/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | Present |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
"Receiving trailing commissions only on previously sold business complete on or before 07/20/2026. No solicitation or servicing of any business."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-02 |
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