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Advisor at EMPOWER ADVISORY GROUP, LLC
Chicago, IL | 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 10, 2025 | n/a | yes | GREENWOOD VILLAGE, CO|Chicago, IL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 11, 2022 | May 24, 2024 | no | CHICAGO, IL | Previous registration |
| BMO HARRIS FINANCIAL ADVISORS, INC | Former SEC adviser | Nov 6, 2009 | Apr 9, 2021 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | EMPOWER ADVISORY GROUP, LLC | May 24, 2024 | Jun 10, 2025 | 382 | Firm change | Ibd to ibd |
| BMO HARRIS FINANCIAL ADVISORS, INC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 9, 2021 | Jan 11, 2022 | 277 | Firm change | Other |