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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-31 |
Branch Locations
201 South College Street Suite #2250, Charlotte, NC 28244 • 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 |
|---|---|---|---|---|
| Bank Of America Private Bank | New York City | NY | 06/2011 | 03/2021 |
| Kingfisher Capital | Charlotte | NC | 04/2021 | 10/2023 |
| Mercer Global Advisors Inc | Charlotte | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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