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715 Discovery Blvd Suite 205, Cedar Park, TX 78613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-13 |
Branch Locations
715 Discovery Blvd Suite 205, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Tax And Insurance Advisors, Pllc Dba Empower Wealth Grou | Cedar Park | TX | 04/2007 | Present |
| Senior Tax Advisors, Pllc | Austin | TX | 01/2005 | Present |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 08/2016 | 07/2021 |
| Donato Wealth Management, Pllc Dba Empower Wealth Management | Cedar Park | TX | 02/2016 | Present |
Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group; It is investment related; 1603 Medical Parkway, Suite 230, Cedar Park, TX 78613; Provides retirees with income planning solutions through insurance products; President & CEO; April 2007. Works at least 80 hours per month during market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
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