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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-15 |
| WI | RA | APPROVED | 2023-06-15 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
400 Interlake Drive Suite 200, Madison, WI 53716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmr Financial Advisors, Llc | Madison | WI | 07/2011 | 05/2023 |
| Rmr Financial Advisors, Llc | Madison | WI | 08/2021 | 05/2023 |
| Mercer Global Advisors Inc. | Madison | WI | 06/2023 | Present |
1) Middleton Youth Hockey, Inc. Non-investment related, PO Box 628311, Middleton WI 53562. Promote the advancement of youth athletics through hockey by developing teamwork, sportsmanship, respect and camaraderie, while enhancing hockey skills, social development and competition. Treasurer. 06/1/2021. Devotes 10 hours per month, none during trading hours. Duties include: Managing the financials.
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