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Advisor at EMPOWER ADVISORY GROUP, LLC
GREENWOOD VILLAGE, CO | Salado, TX
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 | Apr 17, 2025 | n/a | yes | GREENWOOD VILLAGE, CO|Salado, TX | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 15, 2022 | May 5, 2022 | no | Austin, TX | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jan 3, 2020 | Feb 7, 2022 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | EMPOWER ADVISORY GROUP, LLC | May 5, 2022 | Apr 17, 2025 | 1,078 | Firm change after gap | Ibd to ibd |
| VANGUARD ADVISERS, INC. | CHARLES SCHWAB & CO., INC. | Feb 7, 2022 | Feb 15, 2022 | 8 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106715:5393:AZ:2022-01-25 | Feb 7, 2022 | Feb 15, 2022 | SCOTTSDALE, AZ | Firm change |