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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-06 |
Branch Locations
Kennett Square, PA • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Lodi | NJ | 01/2018 | 12/2018 |
| Primerica Financial Services | Lodi | NJ | 06/2017 | 12/2018 |
| Keybank | Malvern | PA | 01/2017 | 05/2019 |
| Pnc Bank | Paoli | PA | 06/2015 | 12/2016 |
| Key Investment Services Llc | Plymouth Meeting | PA | 12/2018 | 05/2019 |
| Wells Fargo Bank, Na | Dresher | PA | 05/2019 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Dresher | PA | 05/2019 | 03/2021 |
| Fisher Investments | Plano | TX | 04/2021 | 12/2024 |
| Keybank Na | Plymouth Meeting | PA | 12/2024 | 07/2026 |
| Key Investment Services Llc | Brooklyn | OH | 02/2025 | 07/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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