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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-10 |
| PA | RA | APPROVED | 2026-06-09 |
Branch Locations
Greeneville, TN • United States
Hilltown, PA • 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 |
|---|---|---|---|---|
| Empower Advisory Group, Llc | Greenwood Village | CO | 05/2026 | Present |
| Summit Investment Advisory Group Llc | Huntingdon Valley | PA | 09/2021 | 05/2026 |
| Summit Investment Advisory Group Llc | Huntingdon Valley | PA | 06/2021 | 05/2026 |
| Summit Financial Group, Inc. | Huntingdon Valley | PA | 08/2021 | 05/2026 |
| Amazon | Langhorne | PA | 07/2020 | 01/2021 |
| Student | Langhorne | PA | 08/2010 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-31 |
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