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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisor Corporation | Houston | TX | 11/2021 | 04/2023 |
| Ubeo Business Services | Stockton | CA | 09/2018 | 06/2021 |
| Unemployed | Houston | TX | 07/2021 | 10/2021 |
| University Of Mississippi | Oxford | MS | 06/2016 | 05/2018 |
| Unemployed | Stockton | CA | 06/2018 | 08/2018 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 06/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 10/2025 | 06/2026 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
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