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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-02-23 |
Branch Locations
White River Junction, VT • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc | Charlotte | NC | 06/2023 | 06/2024 |
| Ledyard National Bank | Lebanon | NH | 06/2022 | 06/2023 |
| Self Employed | Enfield | NH | 06/2020 | 05/2022 |
| Shaw's | West Lebanon | NH | 06/2016 | 02/2020 |
| Self Employed | White River Junction | VT | 06/2019 | 06/2022 |
| Sedexo | Smithfield | RI | 10/2020 | 04/2021 |
| Lui Lui's | Lebanon | NH | 05/2022 | 05/2022 |
| Gloucester Country Club | Gloucester | RI | 09/2022 | 11/2022 |
| Bryant University | Smithfield | RI | 08/2019 | 05/2023 |
| Kimball Union Academy | Plainfield | NH | 09/2015 | 05/2019 |
| Disys | Charlotte | NC | 10/2024 | 12/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 10/2024 | 12/2025 |
| Doordash | Charlotte | NC | 06/2024 | 10/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2026 | Present |
| Empower Advisory Group | Greenwood Village | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-26 |
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