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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-02 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
2202 North West Shore Boulevard Suite 200, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 07/2012 | 05/2021 |
| Mercer Global Advisors Inc. | Dunedin | FL | 05/2026 | Present |
| Nationwide Securities, Llc | Columbus | OH | 06/2021 | 02/2025 |
| Mai Capital Management, Llc | Cleveland | OH | 02/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-11 |
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