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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-05 |
Branch Locations
801 East Douglas Avenue, Second Floor, Suite 723, Wichita, KS 67202 • United States
S Valley Hwy 8310, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jolliffe Capital, Inc. | Glendale | CO | 11/2008 | 06/2018 |
| Adivsersource.COm Llc | Denver | CO | 08/2017 | 10/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2019 | 06/2021 |
| Mercer Financial Group Dba Your Insurance Company, Inc. | Golden | CO | 11/2001 | Present |
| Wealth Watch Advisors, Inc | Englewood | CO | 01/2026 | Present |
1.) Mercer Financial Group DBA Your Insurance Company, Inc.; YES INVESTMENT RELATED; 8101 College Blvd Ste 100 Overland Park, KS 66210 ; INSURANCE SALES; Owner; START DATE 11/2001 ; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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