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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-25 |
| FL | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawes Group | Portland | OR | 06/2017 | 08/2017 |
| Professional Credit | Columbus | OH | 06/2018 | 10/2018 |
| The Univeristy Of The South | Sewanee | TN | 05/2015 | 05/2019 |
| Fidelity Investment | Denver | CO | 07/2019 | 12/2019 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 05/2024 | 07/2025 |
| Cobank | Denver | CO | 03/2020 | 10/2020 |
| Empower Financial Services, Inc | Greenwood Village | CO | 10/2020 | 07/2025 |
| Edelman Financial Engines | Santa Clara | CA | 09/2025 | 07/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-18 |
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