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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
4400 N. High Street Suite 201, Columbus, OH 43214 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
4400 N High St Suite 201, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-05 |
| OH | RA | APPROVED | 2018-12-03 |
Branch Locations
4400 N High St Suite 201, Columbus, OH 43214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partnership Financial Llc | Columbus | OH | 11/2014 | 12/2018 |
| Northavenue, Llc | Columbus | OH | 04/2018 | 06/2026 |
| Mercer Global Advisors Inc. | Columbus | OH | 07/2026 | Present |
1. Fortuna Bank; Not investment-related; 871 Goodale Blvd. Grandview Heights, OH 43212; Women-owned bank; passive investor; 12/31/2024; 0 hours/month; 0 hours during security trading hours; No active duties related to this business. 2. The Women’s Fund of Central Ohio; Not investment-related; 831 Goodale Blvd. Grandview Heights, OH 43212; Public Foundation focused on gender equality; Board Member and Donor; 07/01/2024; 5 hours/month; 0 hours during security trading hours; Attend board meetings, review/monitor finances, provide feedback and recommendations, promote the work of the organization.
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