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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-02 |
Branch Locations
Cedar City, UT • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Financial Services, Inc | Greenwood Village | CO | 05/2026 | Present |
| Unemployed | Holladay | UT | 03/2025 | 04/2026 |
| Empower Advisory Group | Greenwood Village | CO | 06/2026 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 12/2016 | 11/2017 |
| Moreton & Company | Salt Lake City | UT | 05/2015 | 12/2016 |
| E*Trade Securities Llc | Sandy | UT | 03/2018 | 10/2018 |
| The Black Sheep | West Jordan | UT | 11/2017 | 03/2018 |
| Sofi | Cottonwood Heights | UT | 02/2018 | 03/2018 |
| E*Trade Securities Llc | Sandy | UT | 10/2018 | 11/2019 |
| E*Trade Securities Llc | Sandy | UT | 11/2019 | 09/2021 |
| E*Trade Securities Llc | Sandy | UT | 09/2021 | 12/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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