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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-10-29 |
| GA | RA | APPROVED | 2021-10-27 |
| TX | RA | APPROVED_RES | 2020-12-24 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Jacksonville | FL | 11/2006 | 04/2017 |
| Kays Financial Advisory Corp. | Atlanta | GA | 04/2017 | 11/2020 |
| Strategic Advisers, Inc. | Dunwoody | GA | 01/2008 | 04/2017 |
| Mercer Global Advisors Inc. | Atlanta | GA | 11/2020 | 03/2022 |
| Mercer Global Advisors Inc. | Atlanta | GA | 03/2022 | 01/2024 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2024 | 09/2024 |
| Mercer Global Advisors Inc. | Atlanta | GA | 09/2024 | 12/2025 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-08 |
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