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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-25 |
| MN | RA | APPROVED | 2024-03-01 |
Branch Locations
600 South Highway 169 Suite 1945, Minneapolis, MN 55426 • United States
313 Fifth Street Suite 101, Ames, IA 50010 • 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 |
|---|---|---|---|---|
| Trademark Financial Management | Bloomington | MN | 07/2005 | 02/2024 |
| O'BRien And Associates, Inc. | West Union | IA | 09/2019 | 08/2020 |
| O'BRien And Associates, Inc. | West Union | IA | 11/2019 | 08/2020 |
| Jp Mowery Wealth Advisors, Llc Dba Brightpoint Planning | Edina | MN | 06/2021 | 02/2024 |
| Mercer Global Advisors Inc. | Bloomington | MN | 02/2024 | 12/2024 |
| Mercer Global Advisors Inc | Bloomington | MN | 01/2026 | Present |
| Mercer Global Advisors Inc | Bloomington | MN | 01/2025 | 12/2025 |
1) Ronald McDonald House Charities - Upper Midwest; Investment-related; 818 Fulton Street SE, Minneapolis, MN 55414; Non-profit charity dedicated to supporting families with sick children; Investment Committee Member; 01/01/2022; 1-2 hrs. per month; 0 during trading hours; Attend bi-annual investment committee meetings. 2) SAINT THOMAS ACADEMY; NON INVESTMENT RELATED; 949 MENDOTA HEIGHTS ROAD, MENDOTA HEIGHTS, MN 55120; EDUCATION; CLASS MENTOR, 09/01/2025; DEVOTES 2 HOURS/MONTH, NONE DURING TRADING HOURS; EVALUATING RECOMMENDATIONS FROM STUDENT FUND MANAGERS AND ATTENDING BOARD MEETINGS TO OFFER MENTORSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-26 |
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