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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
Branch Locations
1200 17Th Street Suite 500, Denver, CO 80202 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co. | Lone Tree | CO | 10/2007 | 05/2024 |
| Mercer Global Advisors Inc. | Denver | CO | 06/2024 | Present |
1. 1st Call to Care, LLC; Not investment-related; 5754 S Genoa Court, Aurora, CO 80015; Elderly care; Caretaker; 10/15/2024; 16 hrs. per month. 2. Care On Call Colorado, LLC; Not investment-related; 5754 S Genoa Court, Aurora, CO 80015; Elderly care; Caretaker; 10/15/2024; 16 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-22 |
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