Grady York

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

• 02/2012 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2012 → 05/2022
  Bank Of America, N.A.
  Jacksonville, FL
• 04/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 04/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2012-03-01 → 2022-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
• 2011-04-05 → 2011-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 2010-07-07 → 2011-04-12
  Morgan Stanley
  Ponte Vedra Beach, FL
  Jacksonville, FL

Other Businesses

1) I*9689; For profit or not for profit: Name of outside business organization: Rental Property; Investment related: Address of business: Elijay, Georgia 30840; Nature of business: Position, title, association: , Start date of relationship: 2/1/2020 Number of hours devoted: 5 hour(s) Number of hours devoted during trading hours: 0 Duties: Investment/rental Property Amelia Island, Fernandina Beach Florida Start Date: 4/20/2022. 2) Heaven Com Hospitality, LLC / Co-Owner. Short-term vacation rental management. Co-Owner with spouse. Spouse will handle all day-to-day operations and management. 5 hours per month; 0 hours per month during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-01

Other Names

• Grady Alvin York