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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
| NC | RA | APPROVED | 2022-07-28 |
Branch Locations
300 Ridgefield Court Suite 309, Asheville, NC 28806 • 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 |
|---|---|---|---|---|
| Starks Financial Group | Asheville | NC | 05/2012 | 06/2022 |
| Raymond James Financial Services, Inc. | Asheville | NC | 09/2012 | 06/2022 |
| Raymond James Financial Services Advisors Inc. | Asheville | NC | 01/2015 | 06/2022 |
| Mercer Global Advisors Inc. | Denver | CO | 06/2022 | Present |
1. Name of Business : OnTrack Financial Education & Counseling - Address: Asheville, NC - Nature of the Business: Board Member/Officer/Director - Position/Title: Director - Investment Related: Yes - Start Date: 05/03/2016 - Hours per month devoted to this business: 3 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Member of the Board of Directors of a non-profit financial education organization
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-06 |
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