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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-19 |
Branch Locations
Jacksonville, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2019 | 06/2021 |
| Phh Mortgage | Jacksonville | FL | 05/2016 | 09/2016 |
| Unemployed | Jacksonville | FL | 09/2016 | 02/2017 |
| Mako Valet | Tallahassee | FL | 02/2017 | 04/2017 |
| Cracker Barrel Old Country Store | Tallahassee | FL | 05/2017 | 05/2018 |
| Unemployed | Jacksonville | FL | 05/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2018 | 07/2019 |
| Florida State University | Tallahassee | FL | 01/2016 | 05/2018 |
| Darden Restaurants | Jacksonville | FL | 10/2018 | 03/2019 |
| Carabbas Italian Grill | Tallahassee | FL | 09/2016 | 10/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2020 | 06/2021 |
| Not Employed | Jacksonville | FL | 06/2021 | 01/2022 |
| Sofi Securities, Llc | Jacksonville | FL | 01/2022 | 05/2024 |
| Sofi Wealth, Llc | Jacksonville | FL | 01/2022 | 05/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2025 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2025 | Present |
| Skyline Financial | Miami | FL | 10/2024 | 04/2025 |
| Unemployed | Jacksonville | FL | 06/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
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