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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-07 |
Branch Locations
Washington, UT • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2015 | 11/2016 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 02/2015 | 11/2016 |
| Newport Group, Inc. | Walnut Creek | CA | 08/2018 | 09/2019 |
| Newport Group Securities, Inc. | Lake Mary | FL | 08/2018 | 09/2019 |
| Newport Group Consulting, Llc | Lake Mary | FL | 08/2018 | 09/2019 |
| Self Employed | Salt Lake City | UT | 11/2016 | 03/2017 |
| Conduent Hr Services | Salt Lake City | UT | 04/2017 | 02/2018 |
| Self Employed | Salt Lake City | UT | 03/2018 | 07/2018 |
| Massmutual | Springfield | MA | 09/2019 | 12/2020 |
| Mml Distributors, Llc | Centerville | UT | 10/2019 | 12/2020 |
| Alight Financial Solutions | St George | UT | 03/2021 | 03/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2023 | 05/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2024 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-08 |
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