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Levi Joshua Balmaceda Morales

Empower Advisory Group, LLC

Taguig City, Metro Manila

Greenwood Village, CO

CRD 7021371

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Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-27
  • CO RA
    APPROVED
    Since 2026-04-27

Branch Locations

Park Triangle Corp Center, 22Nd Fl, 32Nd St Corner 11Th Ave, Bonifacio Global City, Fort Bonifacio, Taguig City, Metro Manila 1634 • Philippines

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services St. Louis MO 09/2018 11/2019
Wells Fargo Clearing Services St. Louis MO 11/2019 07/2024
Quintilesims(Iqvia) Taguig 01/2018 09/2018
Accenture Mandaluyong 08/2015 01/2018
Empower Financial Services, Inc Greenwood Village CO 12/2024 Present
Unemployed Taguig 07/2024 12/2024
Empower Advisory Group, Llc Greenwood Village CO 04/2026 Present
  • 09/2018 → 11/2019
    Wells Fargo Clearing Services
    St. Louis, MO
  • 11/2019 → 07/2024
    Wells Fargo Clearing Services
    St. Louis, MO
  • 01/2018 → 09/2018
    Quintilesims(Iqvia)
    Taguig
  • 08/2015 → 01/2018
    Accenture
    Mandaluyong
  • 12/2024 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 07/2024 → 12/2024
    Unemployed
    Taguig
  • 04/2026 → Present
    Empower Advisory Group, Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-23
  • S66 Uniform Combined State Law Examination
    2026-04-23

View on SEC IAPD

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