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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-16 |
Branch Locations
Colorado Springs, CO • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Pro Physical Therapy | Walnut Creek | CA | 02/2014 | 01/2019 |
| Livermore Pet Hospital | Livermore | CA | 01/2019 | 07/2019 |
| Hyatt Place Uc Davis | Davis | CA | 07/2019 | 07/2020 |
| Aggie Ace Hardware | Davis | CA | 07/2020 | 05/2022 |
| Soulence Tax & Wealth | Draper | UT | 05/2022 | 08/2025 |
| Corecap Advisors, Llc | Southfield | MI | 08/2022 | 01/2025 |
| Uwc Wealth Management | Phoenix | AZ | 01/2025 | 07/2025 |
| Star Wealth Advisors | Boca Raton | FL | 09/2025 | 04/2026 |
| Sakita | Pleasant Grove | CA | 05/2022 | 07/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2026 | Present |
| Empower Advisory Group | Greenwood Village | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-23 |
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