Addison Wheeler
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
16 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Empower Advisory Group, LLCJun 2024 to now
- Empower Financial Services, IncJun 2024 to now
- UnemployedApr 2024 to Jun 2024
- Fidelity InvestmentsApr 2021 to Apr 2024
- Uber EatsFeb 2021 to Apr 2021
- UnemployedJan 2021 to Feb 2021
- Self EmployedNov 2020 to Dec 2020
- Rapid Wash Car Wash 2Mar 2020 to Nov 2020
- National Carwash SolutionsMar 2018 to Mar 2020
- Eco Express Car Wash 2Jan 2017 to Mar 2018
- Eco Express Car WashAug 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (RI).
Empower Advisory Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7371961
- 112058