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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-02 |
Branch Locations
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 Advisory Group, Llc | Greenwood Village | CO | 04/2026 | Present |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2026 | Present |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 04/2017 | 01/2022 |
| Regions Bank | Charlotte | NC | 12/2015 | 04/2017 |
| E*Trade Securities Llc | Jersey City | NJ | 01/2022 | 01/2022 |
| Td Ameritrade | Huntersville | NC | 01/2022 | 06/2024 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 06/2024 | 05/2026 |
| Charles Schwab Bank, Ssb | Charlotte | NC | 11/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-14 |
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