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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Brea | CA | 06/2024 | 03/2025 |
| Jp Morgan Securities Llc | Newport Beach | CA | 05/2016 | 05/2023 |
| Jp Morgan Chase Bank | Irvine | CA | 05/2023 | 05/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Schools First Investment Services Dba Lpl Financial Llc | Santa Ana | CA | 04/2025 | 06/2026 |
| Lpl Financial Llc | Santa Ana | CA | 04/2025 | 06/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
| Empower Advisory Group | Greenwood Village | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
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