Advisor moves

Departures from Empower Advisory Group, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
John DilivioEmpower Advisory Group, LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2023Nov 7, 2023
Armani CortezEmpower Advisory Group, LLC BD affiliatedOnedigital institutionalOtherNov 7, 2023Mar 8, 2024 (122 d)
Paul HarneyEmpower Advisory Group, LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2023Apr 10, 2025 (531 d)
Michele WolfeEmpower Advisory Group, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2023Jan 4, 2024 (69 d)
Rose JoyceEmpower Advisory Group, LLC BD affiliatedAllstate Financial Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 26, 2023May 8, 2024 (195 d)
Ravneet Singh ChadhaEmpower Advisory Group, LLC BD affiliatedPotomac asset managerOtherOct 26, 2023May 7, 2025 (559 d)
Todd William McfarlandEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2023Jul 11, 2023
Joseph Anthony LomeoEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2023Oct 4, 2023
Jennifer Christa BennettEmpower Advisory Group, LLC BD affiliatedTrajan Wealth, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2023May 10, 2023
Jacob BarreraEmpower Advisory Group, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 11, 2023May 14, 2024 (216 d)
Jacob Daniel DuboseEmpower Advisory Group, LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2023Sep 12, 2023
Brandon Mitchell WyandEmpower Advisory Group, LLC BD affiliatedArq Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2023Aug 25, 2023
James Brady RisalvatoEmpower Advisory Group, LLC BD affiliatedAllworth Financial, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherOct 4, 2023Aug 31, 2023
Brendan ArchibaldEmpower Advisory Group, LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2023Sep 12, 2023
Brian Richard HolmesEmpower Advisory Group, LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2023Sep 25, 2023
Thomas Michael SalvatierraEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2023Sep 15, 2023
Joseph Denzel CarpenterEmpower Advisory Group, LLC BD affiliatedCentennial Wealth Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2023Sep 20, 2023
Eric Peter SirjordEmpower Advisory Group, LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2023Aug 29, 2023
Joshua Steven FishmanEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2023Sep 13, 2023
John Kevin BurkeEmpower Advisory Group, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2023Sep 8, 2023
Tri D NguyenEmpower Advisory Group, LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 31, 2023Sep 8, 2023
Daniel Thomas StampfEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Oct 2, 2023 (32 d)
Louis Coleman DessaintEmpower Advisory Group, LLC BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherAug 31, 2023Aug 17, 2023
Frank Phillip GioeEmpower Advisory Group, LLC BD affiliatedThrivent Investment Management Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2023Oct 6, 2023 (36 d)
Justin J BoxleiterEmpower Advisory Group, LLC BD affiliatedEdelman Financial Engines mixed wealthAffiliated broker-dealer or bank to independent RIAAug 31, 2023Nov 21, 2023 (82 d)
Ryan Alexander BondEmpower Advisory Group, LLC BD affiliatedSavvy independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Aug 2, 2023
Blake Allen BoydEmpower Advisory Group, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2023Jul 16, 2025 (685 d)
Adam Lee DeskinsEmpower Advisory Group, LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2023Aug 10, 2023
Tiana LoftlinEmpower Advisory Group, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2023Jun 6, 2024 (294 d)
Brandon David ManchesterEmpower Advisory Group, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 17, 2023Jun 27, 2024 (315 d)
Dorothy Ann SperryEmpower Advisory Group, LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherAug 16, 2023Sep 5, 2023
Robert Bradley-Poole PropstEmpower Advisory Group, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 16, 2023Jul 31, 2023
Nicholas K ValosEmpower Advisory Group, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 16, 2023Aug 15, 2023
Marc Allan EppingerEmpower Advisory Group, LLC BD affiliatedCascade Financial Strategies independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2023Jun 6, 2023
Richard Alexander KeiserEmpower Advisory Group, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 1, 2023Aug 16, 2023
Terrance Lee JohnsonEmpower Advisory Group, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 19, 2023Oct 24, 2023 (97 d)
Kristopher SchwarteEmpower Advisory Group, LLC BD affiliatedW&S Brokerage Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 19, 2023Aug 22, 2023 (34 d)
Johnathan MaEmpower Advisory Group, LLC BD affiliatedPrecept Advisory Group LLC institutionalOtherJul 19, 2023Aug 3, 2023
Jason Michael GraggEmpower Advisory Group, LLC BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherJul 19, 2023Oct 4, 2023 (77 d)
John Christopher NoelEmpower Advisory Group, LLC BD affiliatedCitigroup Global Markets Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 19, 2023Oct 4, 2023 (77 d)
Ryan Andre MyersEmpower Advisory Group, LLC BD affiliatedMissionsquare Retirement institutionalOtherJul 16, 2023Aug 3, 2023
John Charles BrennanEmpower Advisory Group, LLC BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 16, 2023Aug 11, 2023
Michael SotoEmpower Advisory Group, LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 16, 2023Jul 25, 2023
James DesanctisEmpower Advisory Group, LLC BD affiliatedLincoln Investment independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2023Aug 1, 2023
Michelle Erin BrownsteinEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2023Jul 7, 2023
Steven Douglas CooperEmpower Advisory Group, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 9, 2023Aug 25, 2023 (47 d)
Robert Joseph SeidelEmpower Advisory Group, LLC BD affiliatedWorld Investment Advisors, LLC institutionalOtherJun 30, 2023Jul 17, 2023
Richard Dallas BrewerEmpower Advisory Group, LLC BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherJun 30, 2023Jul 5, 2023
Brock WillisEmpower Advisory Group, LLC BD affiliatedSofi Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2023Aug 27, 2024 (424 d)
Corina ParmenterEmpower Advisory Group, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 19, 2023Aug 14, 2023 (56 d)
Mark Eric LeafEmpower Advisory Group, LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2023Jul 16, 2024 (398 d)
Christopher Patrick GreeleyEmpower Advisory Group, LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2023Jun 16, 2023
Nicholas Michael LuiseEmpower Advisory Group, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 17, 2023May 18, 2023
David C MasseyEmpower Advisory Group, LLC BD affiliatedT. Rowe Price Associates, Inc. asset managerOtherMay 15, 2023Oct 10, 2024 (514 d)
Desiree A. ReilEmpower Advisory Group, LLC BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherMay 2, 2023May 5, 2023
Thornton Joseph FayEmpower Advisory Group, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 2, 2023May 17, 2023
Chad James MckinneyEmpower Advisory Group, LLC BD affiliatedValic Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 2, 2023May 8, 2024 (372 d)
James Derrick HenryEmpower Advisory Group, LLC BD affiliatedOnedigital institutionalOtherApr 25, 2023May 8, 2023
Brent M CarrollEmpower Advisory Group, LLC BD affiliatedT. Rowe Price Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2023Aug 7, 2023 (104 d)
Orlando RosarioEmpower Advisory Group, LLC BD affiliatedSeacrest Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2023Apr 15, 2024 (361 d)
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579 moves match.