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Gregory S Mcdaniel

Empower Advisory Group, LLC

Cincinnati, OH

Greenwood Village, CO

CRD 1758739

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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-05-13
  • OH RA
    APPROVED
    Since 2021-05-13

Branch Locations

Cincinnati, OH • United States

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Cincinnati OH 05/2015 11/2019
Gwfs Equities, Llc Greenwood Village CO 04/2021 Present
Unemployed Cincinnati OH 11/2019 04/2021
  • 05/2015 → 11/2019
    Charles Schwab & Co., Inc.
    Cincinnati, OH
  • 04/2021 → Present
    Gwfs Equities, Llc
    Greenwood Village, CO
  • 11/2019 → 04/2021
    Unemployed
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-05
S63 Uniform Securities Agent State Law Examination 1992-10-30
  • S65 Uniform Investment Adviser Law Examination
    2016-02-05
  • S63 Uniform Securities Agent State Law Examination
    1992-10-30
Other Names
  • Gregory Scott Mcdaniel

View on SEC IAPD

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