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Advisor at EMPOWER ADVISORY GROUP, LLC
WINCHESTER, CA | 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 | May 3, 2024 | n/a | yes | WINCHESTER, CA|GREENWOOD VILLAGE, CO | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Apr 16, 2019 | Apr 23, 2024 | no | Glendale, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 10, 2014 | Apr 23, 2019 | no | Temecula, CA|Carlsbad, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 11, 2008 | Oct 2, 2014 | no | LONE TREE, CO|SAN DIEGO, CA | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 6, 2006 | Jan 7, 2008 | no | COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | EMPOWER ADVISORY GROUP, LLC | Apr 23, 2024 | May 3, 2024 | 10 | Firm change | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | VALIC FINANCIAL ADVISORS, INC. | Apr 23, 2019 | Apr 16, 2019 | -7 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | CHARLES SCHWAB & CO., INC. | Oct 2, 2014 | Oct 10, 2014 | 8 | Firm change | Ibd to ibd |
| T. ROWE PRICE ADVISORY SERVICES, INC. | STRATEGIC ADVISERS LLC | Jan 7, 2008 | Mar 11, 2008 | 64 | Firm change | Other |