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Advisor at EMPOWER ADVISORY GROUP, LLC
Virginia Beach, VA | GREENWOOD VILLAGE, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jun 3, 2025 | n/a | yes | Virginia Beach, VA|GREENWOOD VILLAGE, CO | Current employment |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Sep 15, 2021 | Apr 3, 2023 | no | GREENWOOD VILLAGE, CO|Edgerton, WI | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 19, 2020 | Sep 13, 2021 | no | MIDDLETON, WI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 11, 2011 | Jan 23, 2020 | no | MIDDLETON, WI|FITCHBURG, WI|MADISON, WI|MADISON, WI|OREGON, WI|STOUGHTON, WI | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Jul 20, 2011 | Oct 11, 2011 | no | MIDDLETON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PERSONAL CAPITAL ADVISORS CORPORATION | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2023 | Jun 3, 2025 | 792 | Bulk transfer | RIA to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | PERSONAL CAPITAL ADVISORS CORPORATION | Sep 13, 2021 | Sep 15, 2021 | 2 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 23, 2020 | Feb 19, 2020 | 27 | Firm change | Ibd to ibd |
| UVEST FINANCIAL SERVICES GROUP, INC. | LPL FINANCIAL LLC | Oct 11, 2011 | Oct 11, 2011 | 0 | Bulk transfer | Other |