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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-30 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Radnor | PA | 05/2015 | 01/2018 |
| Td Ameritrade Investment Management, Llc | Radnor | PA | 05/2015 | 01/2018 |
| Tiaa | Philadelphia | PA | 01/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 01/2018 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Chester | PA | 11/2020 | 02/2021 |
| Bank Of America, N.A. | West Chester | PA | 01/2021 | 02/2021 |
| Personal Capital Advisors Corporation | Milton | GA | 02/2021 | 12/2022 |
| Ubs Financial Services Inc. | Atlanta | GA | 12/2022 | 03/2026 |
| Mercer Global Advisors Inc. | Atlanta | GA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
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