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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
Branch Locations
822 North A1A Highway Suite 206, Ponte Vedra Beach, FL 32082 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | New York | NY | 04/2016 | 06/2017 |
| E*Trade Capital Management Llc | New York | NY | 04/2016 | 06/2017 |
| E*Trade Securities Llc | Garden City | NY | 06/2017 | 02/2020 |
| E*Trade Capital Management Llc | Garden City | NY | 06/2017 | 02/2020 |
| E*Trade Securities Llc | Garden City | NY | 02/2020 | 08/2023 |
| E*Trade Capital Management Llc | Garden City | NY | 02/2020 | 08/2023 |
| Morgan Stanley | Garden City | NY | 01/2023 | 08/2023 |
| Mercer Global Advisors Inc. | Jacksonville | FL | 09/2025 | 12/2025 |
| Unemployed | Ponte Vedra | FL | 08/2023 | 09/2025 |
| Mercer Global Advisors Inc. | Ponte Vedra Beach | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-07 |
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