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Advisor at EMPOWER ADVISORY GROUP, LLC
Missoula, MT | 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 | Jan 31, 2024 | n/a | yes | Missoula, MT|GREENWOOD VILLAGE, CO | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 9, 2020 | Oct 11, 2022 | no | NEW YORK, NY|MISSOULA, MT | Previous registration |
| Familywealth | Mixed wealth | Jun 26, 2019 | Feb 5, 2020 | no | Denver, CO|LAKE MARY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EMPOWER ADVISORY GROUP, LLC | Oct 11, 2022 | Jan 31, 2024 | 477 | Firm change after gap | Wirehouse to ibd |
| Familywealth | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 5, 2020 | Mar 9, 2020 | 33 | Firm change | RIA to wirehouse |