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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
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 Brokerage Services Llc | Westlake | TX | 01/2015 | 08/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2018 | 06/2026 |
| Charles Schwab Bank | Westlake | TX | 09/2018 | 06/2026 |
| Empower Financial Services Inc | Greenwood Village | CO | 06/2026 | Present |
| Empower Advisory Group Llc | Greenwood Village | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
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