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Advisor at EMPOWER ADVISORY GROUP, LLC
GREENWOOD VILLAGE, CO | Hattiesburg, MS
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 | Jul 9, 2026 | n/a | yes | GREENWOOD VILLAGE, CO|Hattiesburg, MS | Current employment |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Aug 8, 2024 | Jun 9, 2026 | no | Hattiesburg, MS | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Sep 25, 2018 | Jul 16, 2024 | no | Frisco, TX|Frisco, TX|Arlington, TX|Charlotte, NC|Hattiesburg, MS | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Sep 13, 2018 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jan 5, 2017 | Jul 13, 2018 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | EMPOWER ADVISORY GROUP, LLC | Jun 9, 2026 | Jul 9, 2026 | 30 | Firm change | Ibd to ibd |
| ADVICE AND PLANNING SERVICES | TRANSAMERICA RETIREMENT ADVISORS, LLC | Jul 16, 2024 | Aug 8, 2024 | 23 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ADVICE AND PLANNING SERVICES | Sep 13, 2018 | Sep 25, 2018 | 12 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288590:20472:MA:2018-09-10 | Sep 13, 2018 | Sep 25, 2018 | BOSTON, MA | Firm change |