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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Miami | FL | 07/2015 | 06/2022 |
| Truist Advisory Services Inc. | Miami | FL | 06/2022 | 01/2024 |
| Truist Investment Services Inc. | Miami | FL | 06/2022 | 01/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 02/2025 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 02/2025 | Present |
| Unemployed | Miami | FL | 02/2024 | 02/2025 |
1) Alliant Insurance Services Inc,, Alliant Employee Benefits; 2) No; 3) Same as registered location; 4) Employee Benefits; 5) Account Manager; 6) 10/27/2025 7)< 1hour a week during total and during trading hours; 8)Parent company of RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-08 |
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