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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-27 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Fayetteville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boy Scouts Of America | Fayetteville | NC | 07/2016 | 12/2017 |
| Northern Cardinal Artisanal Soaps Ltd | Fayetteville | NC | 03/2016 | 03/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2018 | 07/2018 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2018 | 07/2018 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2018 | 07/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2017 | 01/2018 |
| Morgan Stanley | Fayetteville | NC | 10/2018 | 04/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 04/2019 |
| Cuna Brokerage Services, Inc | Waverly | IA | 01/2020 | 11/2022 |
| Cuna Mutual Group | Waverly | IA | 01/2020 | 11/2022 |
| Maverick Transportation Inc | North Little Rock | AR | 05/2019 | 01/2020 |
| Uber Technologies, Inc | San Francisco | CA | 09/2021 | 10/2021 |
| Lpl Financial Llc | Fayetteville | NC | 05/2022 | 11/2022 |
| Fidelity Investments | Durham | NC | 12/2022 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 07/2024 | 07/2026 |
| Methodist University | Fayetteville | NC | 08/2014 | 05/2017 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 08/2026 | Present |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2026 | Present |
CITY OF FAYETTEVILLE, FAIR HOUSING BOARD ; NOT INV RELATED;FAYETTEVILLE,NC; REGULAR BOARD MEMBER; START DATE: 04/01/2026; 3 HRS PER MONTH; 3 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-11 |
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