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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-07 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
702 King Farm Boulevard Suite 610, Rockville, MD 20850 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2011-11-09 |
Branch Locations
1901 Research Boulevard Suite 300, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc. | Norcross | GA | 11/2011 | 06/2021 |
| Glass Jacobson | Owings Mills | MD | 11/2011 | 12/2025 |
| Mercer Global Advisors Inc. | Rockville | MD | 12/2025 | Present |
| Mercer Advisors Tax Services Llc | Rockville | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
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