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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-28 |
| TX | RA | APPROVED | 2021-02-03 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2014 | 08/2018 |
| Atlanta Financial Associates, Inc. | Atlanta | GA | 09/2014 | 01/2021 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2021 | 09/2022 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2021 | 09/2024 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2026 | Present |
| Mercer Global Advisors Inc. | Atlanta | GA | 09/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-10 |
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