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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-24 |
| NY | RA | APPROVED | 2021-11-15 |
| PA | RA | APPROVED | 2021-11-15 |
| TX | RA | APPROVED | 2021-11-15 |
Branch Locations
100 West Matsonford Road Suite 4-200, Radnor, PA 19087 • 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 |
|---|---|---|---|---|
| Prudential Financial Planning Services | Chalfont | PA | 05/2013 | 01/2017 |
| Pruco Securities | Chalfont | PA | 07/2011 | 01/2017 |
| The Leaders Group Inc | Littleton | CO | 01/2017 | 08/2017 |
| Nautic Financial Group | Doylestown | PA | 01/2017 | 01/2018 |
| Lpl Financial Llc | Doylestown | PA | 08/2017 | 01/2018 |
| Great Valley Advisor Group, Inc | Doylestown | PA | 09/2017 | 02/2018 |
| Sfg Wealth Planning | Doyelstown | PA | 03/2018 | 03/2019 |
| Mercer Global Advisors Inc. | Hackensack | NJ | 03/2020 | 01/2023 |
| The American College Of Financial Services | King Of Prussia | PA | 11/2017 | 01/2021 |
| Tlg Advisors, Inc. | Doylestown | PA | 01/2017 | 08/2017 |
| Mercer Global Advisors Inc. | Hackensack | NJ | 01/2023 | 01/2024 |
| Mercer Global Advisors Inc. | Hackensack | NJ | 01/2024 | 10/2025 |
| Mercer Global Advisors Inc. | Hackensack | NJ | 10/2025 | 01/2026 |
| Mercer Global Advisors Inc. | Hackensack | NJ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-19 |
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