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Advisor at EMPOWER ADVISORY GROUP, LLC
Meridian, ID | 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 15, 2026 | n/a | yes | GREENWOOD VILLAGE, CO|Meridian, ID | Current employment |
| RW INVESTMENT MANAGEMENT LLC | Independent wealth | Aug 27, 2025 | Jan 22, 2026 | no | EAGLE, ID | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 13, 2024 | Jul 22, 2025 | no | BOISE, ID | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Oct 23, 2023 | Apr 17, 2024 | no | EAGLE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RW INVESTMENT MANAGEMENT LLC | EMPOWER ADVISORY GROUP, LLC | Jan 22, 2026 | Jun 15, 2026 | 144 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RW INVESTMENT MANAGEMENT LLC | Jul 22, 2025 | Aug 27, 2025 | 36 | Firm change | Wirehouse to RIA |
| OSAIC WEALTH, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 17, 2024 | Jun 13, 2024 | 57 | Firm change | Ibd to wirehouse |