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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-04 |
Branch Locations
100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Van Eck Associates Corporation | New York | NY | 11/2017 | 11/2021 |
| Van Eck Securities Corporation | New York | NY | 11/2017 | 11/2021 |
| Msci | San Francisco | CA | 12/2014 | 10/2017 |
| Unemployed | Martinez | CA | 12/2021 | 02/2022 |
| Great Lakes Advisors | Chicago | IL | 02/2022 | 03/2023 |
| Lpl Financial Llc | Danville | CA | 03/2023 | 02/2024 |
| Fremont Bank | Danville | CA | 03/2023 | 02/2024 |
| Mercer Global Advisors Inc. | Walnut Creek | CA | 02/2024 | 09/2025 |
| Mercer Global Advisors Inc. | Walnut Creek | CA | 10/2025 | 12/2025 |
| Mercer Global Advisors Inc. | Walnut Creek | CA | 01/2026 | Present |
1.) Rental Properties; Investment-related; 124 E. Lawrence Street, Mishawaka, IN 46545 (05/04/2021), 15510 Turney Road, Maple Heights, OH 44137 (03/30/2021), 189 Grandview Ave, Monaca, PA 15061 (10/15/2021), 2 Forest Drive, Tuscaloosa, AL 35404 (09/27/2021); Rental properties generating passive rental income; Owner; Dates added above for each rental property; <1 hr. per month; 0 hrs. per month; Passive investment - property manager handles day to day operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-11 |
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