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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
Branch Locations
822 North A1A Highway Suite 206, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2008 | 02/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2020 |
| Mercer Global Advisors Inc. | Ponte Vedra Beach | FL | 09/2025 | Present |
| Unemployed | Jacksonville | FL | 07/2024 | 09/2025 |
| Hazlnut, Llc | Jacksonville | FL | 04/2024 | 07/2024 |
| Unemployed | Jacksonville | FL | 02/2020 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-14 |
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