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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-09-14 |
| TX | RA | APPROVED | 2019-08-26 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | Southlake | TX | 06/2006 | 01/2019 |
| Amerivest Investment Management Llc | Southlake | TX | 07/2006 | 01/2019 |
| Rockgate Financial Partners | Dallas | TX | 01/2019 | 06/2019 |
| Royal Alliance | Dallas | TX | 01/2019 | 06/2019 |
| Mercer Global Advisors Inc. | Dallas | TX | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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