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Advisor at EMPOWER ADVISORY GROUP, LLC
GREENWOOD VILLAGE, CO | Whitinsville, MA
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 | Feb 19, 2026 | n/a | yes | GREENWOOD VILLAGE, CO|Whitinsville, MA | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 14, 2023 | Aug 15, 2025 | no | CAMBRIDGE, MA|Whitinsville, MA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 18, 2020 | Jan 24, 2023 | no | Chestnut Hill, MA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Apr 16, 2018 | Jun 15, 2020 | no | BOSTON, MA|W. ROXBURY, MA|CANTON, MA|Hudson, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | EMPOWER ADVISORY GROUP, LLC | Aug 15, 2025 | Feb 19, 2026 | 188 | Firm change | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | ADVICE AND PLANNING SERVICES | Jan 24, 2023 | Jun 14, 2023 | 141 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | CHARLES SCHWAB & CO., INC. | Jun 15, 2020 | Aug 18, 2020 | 64 | Firm change | Ibd to ibd |