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Advisor at POWERHOUSE FINANCIAL ADVISORS, INC.
Denver, CO | MINDEN, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| POWERHOUSE FINANCIAL ADVISORS, INC. | Independent wealth | Sep 14, 2026 | n/a | yes | MINDEN, NV|Denver, CO | Current employment |
| MODERN CAPITAL ADVISORS, LLC | Independent wealth | Feb 1, 2022 | Oct 7, 2022 | no | RALEIGH, NC|Englewood, CO | Previous registration |
| PARSONEX ADVISORY SERVICES, INC. | Independent wealth | Jan 18, 2021 | Jun 10, 2026 | no | ENGLEWOOD, CO|ENGLEWOOD, CO | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jul 10, 2018 | Jan 21, 2021 | no | SAINT CLOUD, MN|DENVER, CO | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jun 19, 2013 | May 31, 2018 | no | GREENWOOD VILLAGE, CO | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 27, 2012 | Jun 19, 2013 | no | METAIRIE, LA | Previous registration |
| ESSEX NATIONAL SECURITIES, INC. | Former SEC adviser | Sep 27, 2010 | Jan 20, 2012 | no | LAFAYETTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARSONEX ADVISORY SERVICES, INC. | MODERN CAPITAL ADVISORS, LLC | Jun 10, 2026 | Feb 1, 2022 | -1,590 | Firm change after gap | RIA to RIA |
| MODERN CAPITAL ADVISORS, LLC | POWERHOUSE FINANCIAL ADVISORS, INC. | Oct 7, 2022 | Sep 14, 2026 | 1,438 | Firm change after gap | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | PARSONEX ADVISORY SERVICES, INC. | Jan 21, 2021 | Jan 18, 2021 | -3 | Firm change | Ibd to RIA |
| CETERA ADVISORS LLC | CETERA INVESTMENT ADVISERS LLC | May 31, 2018 | Jul 10, 2018 | 40 | Firm change | Ibd to ibd |
| MML INVESTORS SERVICES, LLC | CETERA ADVISORS LLC | Jun 19, 2013 | Jun 19, 2013 | 0 | Firm change | Other |
| ESSEX NATIONAL SECURITIES, INC. | MML INVESTORS SERVICES, LLC | Jan 20, 2012 | Mar 27, 2012 | 67 | Firm change | Other |