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Advisor at EMPOWER ADVISORY GROUP, LLC
SARATOGA SPRINGS, UT | 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 | Aug 31, 2026 | n/a | yes | SARATOGA SPRINGS, UT|GREENWOOD VILLAGE, CO | Current employment |
| MORGAN STANLEY | Wirehouse | Feb 19, 2026 | Aug 17, 2026 | no | Sandy, UT | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 14, 2019 | Jul 12, 2024 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EMPOWER ADVISORY GROUP, LLC | Aug 17, 2026 | Aug 31, 2026 | 14 | Firm change | Wirehouse to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MORGAN STANLEY | Jul 12, 2024 | Feb 19, 2026 | 587 | Firm change after gap | Ibd to wirehouse |