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William Henry Taylor

Empower Advisory Group, LLC

Greenwood Village, CO

Grafton, MA

CRD 2610179

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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-10-28
  • MA RA
    APPROVED
    Since 2020-10-28

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Grafton, MA • 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
Fidelity Investments Institutional Services Company, Inc. Marlborough MA 11/1995 03/2020
Gwfs Equities, Inc. Greenwood Village CO 07/2020 Present
Unemployed Grafton MA 03/2020 07/2020
  • 11/1995 → 03/2020
    Fidelity Investments Institutional Services Company, Inc.
    Marlborough, MA
  • 07/2020 → Present
    Gwfs Equities, Inc.
    Greenwood Village, CO
  • 03/2020 → 07/2020
    Unemployed
    Grafton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-12
S63 Uniform Securities Agent State Law Examination 1995-12-07
  • S65 Uniform Investment Adviser Law Examination
    2020-10-12
  • S63 Uniform Securities Agent State Law Examination
    1995-12-07
Other Names
  • William Henry Taylor

View on SEC IAPD

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DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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