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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-22 |
Branch Locations
4600 S. Ulster St. Suite 1050, Denver, CO 80237 • 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 |
|---|---|---|---|---|
| Wenner, Silvestain & Co., Cpas | Greenwood Village | CO | 08/1993 | 12/2018 |
| Transitions Wealth Management, Llc | Denver | CO | 11/1998 | 12/2023 |
| Mercer Global Advisors Inc. | Denver | CO | 01/2024 | Present |
1. Congregation Hebrew Educational Alliance; 3600 S. Ivanhoe St, Denver, CO 80237; Synagogue; Finance Chair; 11/2023; 5hrs/month; Budgeting and Finance. 2. Southmoor Vista Homeowners Association; non-investment related; 5715 E. Oxford Ave, Englewood, CO 80111; Homeowners Association; Treasurer; 01/2010; 3hrs/month; Bill dues, collect dues, pay expenses.
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