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Advisor at EMPOWER ADVISORY GROUP, LLC
Denver, CO | 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 | Jul 2, 2026 | n/a | yes | GREENWOOD VILLAGE, CO|Denver, CO | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jul 9, 2024 | Apr 23, 2026 | no | Denver, CO|Denver, CO|GREENWOOD VILLAGE, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 31, 2023 | Jul 1, 2024 | no | DENVER, CO|LAKEWOOD, CO|NEW YORK, NY|Denver, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 31, 2022 | Nov 9, 2022 | no | Lone Tree, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EMPOWER ADVISORY GROUP, LLC | Jul 1, 2024 | Jul 9, 2024 | 8 | Firm change | Wirehouse to ibd |
| CHARLES SCHWAB & CO., INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 9, 2022 | Jan 31, 2023 | 83 | Firm change | Ibd to wirehouse |