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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-20 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Highlands Ranch, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Centennial | CO | 04/2016 | 04/2019 |
| Jpmorgan Chase Bank, N.A. | Littleton | CO | 05/2019 | 12/2020 |
| J.P. Morgan Securities Llc | Littleton | CO | 05/2019 | 12/2020 |
| Kids Choice Dental | Greenwood Village | CO | 12/2020 | 01/2022 |
| Fidelity Investments | Greenwood Village | CO | 02/2022 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Empower Financial Services Inc | Greenwood Village | CO | 08/2026 | Present |
| Empower Advisory Group Llc | Greenwood Village | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-22 |
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