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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-31 |
| CT | RA | APPROVED | 2020-02-26 |
| NH | RA | APPROVED | 2020-02-26 |
| PA | RA | APPROVED | 2019-11-22 |
Branch Locations
100 W. Matsonford Road Suite 4-200, Radnor, PA 19087 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Newark | DE | 07/2000 | 10/2016 |
| Raymond James Financial Services, Inc | Hackensack | NJ | 11/2016 | 10/2017 |
| Lakeland Bank | Hackensack | NJ | 11/2016 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | Hackensack | NJ | 11/2016 | 10/2017 |
| The Prudential Insurance Company Of America | Paramus | NJ | 06/2018 | 12/2018 |
| Pruco Securities, Llc | Paramus | NJ | 06/2018 | 12/2018 |
| Unemployed | Ridgewood | NJ | 10/2017 | 06/2018 |
| Mercer Global Advisors Inc. | Princeton | NJ | 01/2019 | 11/2019 |
| Mercer Global Advisors Inc. | Radnor | PA | 11/2019 | 04/2025 |
| Mercer Global Advisors Inc. | Radnor | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
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