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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-23 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Woodmere Village | OH | 01/2014 | 03/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2022 |
| Charles Schwab & Co., Inc. | Greenville | SC | 07/2022 | 01/2023 |
| Charles Schwab Bank, Ssb | Greenville | SC | 07/2022 | 01/2023 |
| Unemployed | Greenville | SC | 04/2022 | 06/2022 |
| The Vanguard Group, Inc. | Charlotte | NC | 02/2023 | 09/2023 |
| The Prudential Insurance Company Of America | Greenville | SC | 10/2023 | 05/2024 |
| Pruco Securities Llc | Greenville | SC | 10/2023 | 05/2024 |
| W&S Brokerage Services, Inc. | Greenville | SC | 06/2024 | 07/2026 |
| Western Southern Life - Agent | Greenville | SC | 06/2024 | 07/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-12 |
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