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Advisor at EMPOWER ADVISORY GROUP, LLC
GREENWOOD VILLAGE, CO | Phoenix, AZ
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 22, 2026 | n/a | yes | GREENWOOD VILLAGE, CO|Phoenix, AZ | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Dec 7, 2023 | Sep 12, 2024 | no | Phoenix, AZ | Previous registration |
| INTEGRATED WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 16, 2006 | Mar 2, 2007 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | EMPOWER ADVISORY GROUP, LLC | Sep 12, 2024 | Jul 22, 2026 | 678 | Firm change after gap | RIA to ibd |
| INTEGRATED WEALTH MANAGEMENT, LLC | EDELMAN FINANCIAL ENGINES | Mar 2, 2007 | Dec 7, 2023 | 6,124 | Firm change after gap | Other |