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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| CO | RA | APPROVED | 2024-03-05 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
8101 E. Prentice Avenue Suite 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital | Denver | CO | 01/2017 | 05/2018 |
| American Family Insurance | Lakewood | CO | 05/2016 | 01/2017 |
| United States Army Reserve | St. Louis | MO | 12/2010 | 12/2018 |
| Personal Capital | Denver | CO | 05/2018 | 05/2019 |
| Personal Capital Advisors Corporation | Denver | CO | 05/2019 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 02/2024 |
| Capital Investment Advisors | Atlanta | GA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-22 |
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