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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Port Saint Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 11/2020 | 06/2023 |
| Mouser Electronics | Mansfield | TX | 08/2018 | 10/2020 |
| Wireless M | Mansfield | TX | 07/2018 | 08/2018 |
| Sykes | Barranquilla | 11/2016 | 05/2018 | |
| Sutherland Global Services | Barranquilla | 09/2014 | 11/2016 | |
| Universidad Autonoma Del Caribe (University) | Barranquilla | 01/2012 | 03/2020 | |
| Morgan Stanley | Vero Beach | FL | 06/2023 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 07/2025 | 07/2026 |
| Bank Of America, N.A. | Stuart | FL | 08/2025 | 07/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | Present |
Outside Business Activity 1 – DoorDash, Inc. Business Name: DoorDash, Inc. Business Address: 303 2nd Street, South Tower, 8th Floor, San Francisco, CA 94107 Nature of Business: Technology platform providing on-demand food and retail delivery services. Position/Title: Independent Contractor / Delivery Associate Relationship to Firm: Outside business activity; not investment-related. Start Date: July 28, 2026 (upon approval/notification by the firm). Hours: Approximately 8 hours per week. Duties: Perform on-demand delivery services using the DoorDash platform. Work is performed solely outside of my regular business hours with the firm. I log into the platform at my own discretion, and the activity will not interfere with my responsibilities as a Client Experience Specialist. No securities, investment advisory, insurance, or financial services activities are involved. Outside Business Activity 2 – Instacart (Maplebear Inc.) Business Name: Instacart (Maplebear Inc.) Business Address: 50 Beale Street, Suite 600, San Francisco, CA 94105 Nature of Business: Technology platform providing grocery and retail shopping and delivery services. Position/Title: Independent Contractor / Shopper & Delivery Associate Relationship to Firm: Outside business activity; not investment-related. Start Date: July 28, 2026 (upon approval/notification by the firm). Hours: Approximately 8 hours per week. Duties: Perform grocery shopping and/or delivery services through the Instacart platform. Work is performed only outside of my scheduled work hours with the firm. I choose when to accept work, and the activity will not interfere with my responsibilities as a Client Experience Specialist. No securities, investment advisory, insurance, or financial services activities are involved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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