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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-04-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Personal Capital Advisors | Denver | CO | 10/2013 | Present |
| Gwfs Equities, Inc | Greenwood Village | CO | 08/2020 | 02/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 02/2023 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | Present |
1) Owner of 1 investment related vacation rental property located at 100 Dercum Sq Unit 8770, Dillon, CO 80435. Duties include maintaining property and coordinating with prop. mgr. for short term rentals. Start date January 2018. 2 hours/month devoted to this business. 0 hours/month devoted to this other business. The name of the LLC is: DeerDay LLC. 2) Self / Real Estate Investor, Partner. 3) CFP Board / Member. Provide CFP licensures to advisors in the industry.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-08 |
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