Best Investors Account Sign in
Inactive

Philip Donato Capriotti

Empower Wealth Management

Cedar Park, TX

Claim This Profile
Current Employers
Empower Wealth Management

715 Discovery Blvd Suite 205, Cedar Park, TX 78613 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-13
  • TX RA
    APPROVED
    Since 2020-11-13

Branch Locations

715 Discovery Blvd Suite 205, Cedar Park, TX 78613 • 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
Foundations Investment Advisors Llc Scottsdale AZ 09/2019 07/2021
Senior Tax & Insurance Advisors, Pllc Dba Empower Wealth Group Cedar Park TX 01/2008 Present
Donato Wealth Management, Pllc Dba Empower Wealth Management Cedar Park TX 08/2019 Present
  • 09/2019 → 07/2021
    Scottsdale, AZ
  • 01/2008 → Present
    Senior Tax & Insurance Advisors, Pllc Dba Empower Wealth Group
    Cedar Park, TX
  • 08/2019 → Present
    Donato Wealth Management, Pllc Dba Empower Wealth Management
    Cedar Park, TX
Previous Registrations
Other Businesses

Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group; It is investment related; 1603 Medical Parkway, Suite 230, Cedar Park, TX 78613, Insurance sales - Provide advisory and non-advisory clients with insurance product solutions; Insurance Agent; 01/2008; 40 HRS/MO during trading hours; Sales of various insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2019-08-20
Other Names
  • Philip Donato Capriotti

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Park, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor