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Advisor at EMPOWER ADVISORY GROUP, LLC
GREENWOOD VILLAGE, CO | Milwaukee, WI
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 | Nov 12, 2025 | n/a | yes | Milwaukee, WI|GREENWOOD VILLAGE, CO | Current employment |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Aug 16, 2021 | Apr 3, 2023 | no | Wawautosa, WI|GREENWOOD VILLAGE, CO | Previous registration |
| ANNEX WEALTH MANAGEMENT, LLC | Independent wealth | Jun 9, 2020 | Jul 27, 2021 | no | BROOKFIELD, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PERSONAL CAPITAL ADVISORS CORPORATION | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2023 | Nov 12, 2025 | 954 | Bulk transfer | RIA to ibd |
| ANNEX WEALTH MANAGEMENT, LLC | PERSONAL CAPITAL ADVISORS CORPORATION | Jul 27, 2021 | Aug 16, 2021 | 20 | Firm change | RIA to RIA |