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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
224 Canyon Avenue Suite 110, Fort Collins, CO 80521 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Collins | CO | 10/2007 | 11/2024 |
| Raymond James Financial Services Advisors, Inc | Fort Collins | CO | 04/2010 | 11/2024 |
| Mercer Global Advisors Inc. | Fort Collins | CO | 11/2024 | Present |
1. United Way of Larimer County; Investment-related; 525 W Oak Street, Suite 101, Fort Collins, CO, 80521; Non-profit organization dedicated to addressing community needs in areas such as education, financial stability, and health; Board Member, Chair of the Board, Executive Member; 05/03/2013; 2-10 hrs. per month; 0-1 hrs. during trading hours; Volunteer Executive Committee Member and Chair Elect. 2. Life, Accident, Health, and Variable Products Insurance License; Investment-related; 224 Canyon Avenue, Suite 110, Fort Collins, CO 80521; Insurance sales; Insurance Producer; 08/12/2009; 1 hr. per month; 0-1 hrs. during trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-02 |
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