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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-06 |
| NH | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED | 2023-12-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 08/2012 | 05/2017 |
| Bank Of America, N.A. | Ponte Vedra Beach | FL | 11/2016 | 05/2017 |
| Ubs Financial Services In.c | Ponte Vedra | FL | 05/2017 | 01/2018 |
| Lincoln Investment | Fort Washington | PA | 01/2018 | 11/2018 |
| Capital Analyst | Jacksonville | FL | 01/2018 | 11/2018 |
| B&C Financial Advisors | Ponte Vedra | FL | 11/2018 | 04/2019 |
| Mellen Money Management | Ponte Vedra | FL | 05/2019 | 01/2021 |
| Paragon Wealth Strategies, Llc | Jacksonville | FL | 10/2020 | 11/2023 |
| Mercer Global Advisors | Jacksonville | FL | 12/2023 | 12/2025 |
| Mercer Global Advisors Inc. | Ponte Vedra Beach | FL | 01/2026 | Present |
YMCA of Nocatee; non investment-related; 400 Colonnade Drive, Ponte Vedra, FL 32081; Health & Fitness; Board Member; June 2021; 2hrs/mo; Guide strategic initiatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-01 |
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