Brandon Wolk

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

• 03/2014 → 01/2019
  Jpmorgan Securities Llc
  Rochester, NY
• 04/2013 → 01/2019
  Jpmorgan Chase Bank
  Rochester, NY
• 01/2019 → 01/2021
  Td Ameritrade
  Rochester, NY
• 01/2021 → 07/2021
  Unemployed
  Rochester, NY
• 07/2021 → 04/2024
  Commonwealth Financial Network
  Pittsford, NY
• 07/2021 → 04/2024
  Montage Wealth Management
  Pittsford, NY
• 08/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 08/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2024 → 08/2024
  Unemployed
  Pittsford, NY

Previous Registrations

• 2021-07-19 → 2024-04-16
  Commonwealth Financial Network
  Pittsford, NY
• 2019-04-24 → 2021-01-11
  Td Ameritrade, Inc.
  Pittsford, NY
• 2019-04-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Rochester, NY

Other Businesses

1) The Louis S. and Molly B. Wolk Foundation / Trustee. Non Profit, philanthropic family foundation that donates money to local nonprofits in the community. I will vote on issues pertaining to where funds should be donated and when. 3 hours per month; 0 during normal business hours. 2) Temple B'rith Kodesh / Teacher. Educate second graders on religion at my synagogue. 11 hours per month; 0 during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22
• S63 Uniform Securities Agent State Law Examination
  2014-05-09

Designations

• Certified Financial Planner

Other Names

• Brandon Maxwell Wolk