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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 A1A North 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 |
|---|---|---|---|---|
| Paragon Wealth Strategies Llc | Jacksonville | FL | 06/2008 | 11/2023 |
| Mercer Global Advisors | Ponte Vedra Beach | FL | 12/2023 | Present |
1. Notary Public - State of Florida; non investment-related; 10245 Centurion Pkwy N, Ste 106, Jacksonville, FL 32256; Notarize documents for individuals needing notarization; Notary; 12/2012; 1hr/month; Duties include notarizing documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-26 |
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