Joseph Patrick Walsh

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2020
  Bb&T Retirement & Institutional Services
  Raleigh, NC
• 12/2020 → 07/2021
  Alliant Wealth Advisors
  Manassas, VA
• 11/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 07/2021 → 11/2021
  Unemployment - Intentional Time Off
  Tilghman, MD

Previous Registrations

• 2021-07-21 → 2021-07-28
  Alliant Wealth Advisors
  Manassas, VA
• 2016-09-03 → 2020-10-30
  Bb&T Institutional Investment Advisers, Inc.
  Raleigh, NC
  Greenville, SC
• 2012-10-22 → 2016-07-26
  Pnc Capital Advisors Llc
  Baltimore, MD
  Raleigh, NC
• 2012-08-01 → 2012-09-21
  Bb&T Institutional Investment Advisers, Inc.
  Greenville, SC

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-23
• S65 Uniform Investment Adviser Law Examination
  2012-06-28

Other Names

• Joe Walsh
• Joseph Walsh