Daniel Robinson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 08/2021
  J. P. Morgan Securities Llc
  Morgan Hill, CA
• 09/2019 → 08/2021
  J.P. Morgan Chase Bank, N.A.
  Morgan Hill, CA
• 01/2019 → 08/2019
  Jpmorgan Chase
  San Jose, CA
• 08/2016 → 01/2019
  Comcast Cable
  Everett, WA
• 09/2014 → 06/2018
  University Of Washington
  Seattle, WA
• 08/2021 → 01/2024
  Wells Fargo Clearing Services, Llc
  Mountain View, CA
• 08/2021 → 01/2024
  Wells Fargo Bank, Na
  Mountain View, CA
• 01/2024 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 01/2023 → 08/2023
  Bay City Events Inc.
  San Jose, CA
• 02/2024 → 01/2025
  Bank Of America, N.A.
  Palo Alto, CA
• 01/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 01/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2024-02-12 → 2025-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 2021-10-27 → 2024-01-25
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  Mountain View, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-26
• S63 Uniform Securities Agent State Law Examination
  2019-12-09

Other Names

• Daniel Wayne Robinson
• Daniel Robinson