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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-07 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2022 | 10/2024 |
| Wpm Investments Llc | Charlotte | NC | 12/2020 | Present |
| Self Employed | Charlotte | NC | 06/2021 | 11/2021 |
| Charter Communications | Charlotte | NC | 06/2018 | 06/2021 |
| K-Force | Charlotte | NC | 09/2017 | 06/2018 |
| Kelly Services | Charlotte | NC | 01/2017 | 09/2017 |
| Unemployed | Charlotte | NC | 04/2016 | 01/2017 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 04/2026 | Present |
| Empower Advisory Group | Greenwood Village | CO | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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