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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-28 |
| TX | RA | APPROVED | 2023-03-28 |
Branch Locations
5550 Topanga Canyon Blvd. Suite 350, Woodland Hills, CA 91367 • 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 |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Kansas City | MO | 07/2011 | 03/2017 |
| Fifth Third Securities | Chicago | IL | 03/2017 | 10/2019 |
| Raymond James Financial Services Advisors, Inc. | Oakbrook Terrace | IL | 10/2019 | 10/2020 |
| Raymond James Financial Services, Inc. | Oakbrook Terrace | IL | 10/2019 | 10/2020 |
| Sage Private Wealth Group, Llc | Oakbrook Terrace | IL | 10/2019 | 06/2022 |
| Mercer Global Advisors Inc. | Los Angeles | CA | 03/2023 | Present |
| Unemployed | Chicago | IL | 06/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-02 |
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