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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-27 |
Branch Locations
9740 Appaloosa Road Suite 150, San Diego, CA 92131 • 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 |
|---|---|---|---|---|
| Schoolsfirst Fcu | Gardena | CA | 08/2011 | 11/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2011 | 11/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2017 | 09/2019 |
| Raymond James Financial Services, Inc. | Poway | CA | 09/2019 | 02/2020 |
| Raymond James Financial Services Advisors, Inc. | Poway | CA | 09/2019 | 02/2020 |
| Mission Federal Credit Union | Poway | CA | 11/2017 | 02/2020 |
| Epstein And White Financial Llc | San Diego | CA | 02/2020 | 04/2021 |
| Mercer Global Advisors, Inc | San Diego | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-12 |
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