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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-17 |
| OH | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-03-12 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Boardman | OH | 07/2016 | 11/2017 |
| I Am Handyman Llc | Campbell | OH | 05/2017 | 08/2021 |
| Jpmorgan Chase Securities,Llc | Boardman | OH | 06/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 03/2019 | 08/2021 |
| Guardian Life Insurance | Pittsburgh | PA | 03/2018 | 03/2019 |
| Luttner Financial Group | Pittsburgh | PA | 01/2018 | 03/2019 |
| Bank Of America, N.A. | Canfield | OH | 06/2019 | 08/2021 |
| Personal Capital Advisors Corporation | Poland | OH | 08/2021 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 02/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2023 | 02/2025 |
| Edelman Financial Engines | Santa Clara | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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