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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-05 |
| TX | RA | APPROVED | 2023-04-05 |
Branch Locations
4905 Hamilton Blvd, Allentown, PA 18106 • 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 |
|---|---|---|---|---|
| Andesa Financial Management, Inc. | Allentown | PA | 01/2010 | 04/2023 |
| Mercer Global Advisors Inc. | Allentown | PA | 04/2023 | Present |
1)Brainerd Partners, LLC; Investment-related; 4905 Hamilton Blvd, Allentown, PA 18016; Real estate investment company; Member; Part-owner; 09/01/2018; 2 hrs.; 0 hrs.; Property management and accounting. 2)BP Hamilton, LLC; Investment-related; 4905 Hamilton Blvd; Allentown, PA 18106; Real estate investment company; Member; Part-owner; 03/01/2019; 2 hrs.; 0 hrs.; Property management and accounting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-05 |
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