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Advisor at EMPOWER ADVISORY GROUP, LLC
GREENWOOD VILLAGE, CO | Oakland Park, FL
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 | Mar 5, 2026 | n/a | yes | GREENWOOD VILLAGE, CO|Oakland Park, FL | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | May 28, 2025 | no | BOSTON, MA|NAHANT, MA|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 4, 2021 | Mar 31, 2025 | no | BOSTON, MA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Dec 11, 2018 | Nov 13, 2020 | no | CAMBRIDGE, MA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Feb 22, 2017 | Nov 19, 2018 | no | MALDEN, MA|SWAMPSCOTT, MA|CANTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | EMPOWER ADVISORY GROUP, LLC | May 28, 2025 | Mar 5, 2026 | 281 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| ADVICE AND PLANNING SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 13, 2020 | Jan 4, 2021 | 52 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | ADVICE AND PLANNING SERVICES | Nov 19, 2018 | Dec 11, 2018 | 22 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:112058:MA:2025-05-28 | May 28, 2025 | Mar 5, 2026 | BOSTON, MA | Firm change |
| 20472:288590:MA:2020-11-13 | Nov 13, 2020 | Jan 4, 2021 | CAMBRIDGE, MA | Firm change |