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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-23 |
| NH | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Two International Drive Suite 325, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Oak Capital Management | Portsmouth | NH | 03/2011 | 04/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2011 | 12/2019 |
| Mercer Global Advisors Inc. | Portsmouth | NH | 04/2026 | Present |
1. Seacoast Women's Investment Group; Investment-related; Stratham, NH; Investment club; Club Member; 01/2008; 1 hour per month; 0 hours during securities trading hours; Attend club meetings as an observer. 2.Oak Tree Properties, LLC: Investment-related; Kennebunk, ME; Business owners a commercial rental property; Member; 10/2021; 1 hour per month; 0 hours during securities trading hours; Review financials and attend annual board meeting. 3.Pope Memorial Humane Society Cocheco Valley; Not investment-related; Dover, NH; Humane Society; Board Member and Treasurer; 12/2017; 10 hours per month; 2 hours during securities trading hours; Attend board meetings, chair the monthly Finance Committee meetings, review and approve payables for the organization, and other various treasurer duties that are needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-23 |
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