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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-12 |
Branch Locations
5613 Dtc Parkway Suite 650, Greenwood Village, CO 80111 • United States
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 |
|---|---|---|---|---|
| Charles Schwab And Co., Inc | Lone Tree | CO | 06/2000 | 11/2019 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 01/2012 | 11/2019 |
| Mercer Global Advisors Inc. | Greenwood Village | CO | 12/2024 | Present |
| Unemployed | Littleton | CO | 11/2019 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-07 |
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