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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
Fort Collins, CO • United States
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 10/2015 | 12/2021 |
| Personal Capital Advisors Corporation | Parkton | MD | 01/2022 | 09/2022 |
| Personal Capital Advisors Corporation | Fort Collins | CO | 09/2022 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 10/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2023 | 10/2025 |
| Facet | West Palm Beach | FL | 06/2026 | Present |
| Unemployed | Fort Collins | CO | 11/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
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