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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-23 |
| NH | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED | 2023-12-06 |
Branch Locations
822 North A1A Highway Suite 206, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Bb&T Bank | Jacksonville | FL | 06/2014 | 02/2018 |
| Bbtis | Charlotte | NC | 06/2014 | 02/2018 |
| Bb&T Securities, Llc | Saint Augustine | FL | 01/2018 | 02/2018 |
| Paragon Wealth Strategies, Llc | Jacksonville | FL | 03/2018 | 11/2023 |
| Mercer Global Advisors | Ponte Vedra Beach | FL | 12/2023 | Present |
Bartram Trail High School Air Force JROTC Booster Board; non investment-related; 7399 Longleaf Pine Pkwy, St. Johns, FL 32259; Parent Booster group to support the cadets of the Bartram Trail High School Air Force JROTC; Treasurer; 07/2023; 10 hrs/month; Duties include maintaining bank accounts and ledger for activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-12 |
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