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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-22 |
| UT | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Draper | UT | 04/2016 | 06/2017 |
| Unemployed | Orem | UT | 07/2017 | 05/2018 |
| J.P. Morgan Securities Llc | Lehi | UT | 06/2018 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Lehi | UT | 06/2018 | 12/2018 |
| Td Ameritrade Investment Management | Draper | UT | 04/2016 | 06/2017 |
| E*Trade Securities Llc | Sandy | UT | 12/2018 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 12/2018 | 09/2023 |
| Morgan Stanley | Sandy | UT | 12/2022 | 10/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 10/2024 | 07/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 10/2024 | 07/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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