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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-06 |
| IL | RA | APPROVED | 2022-12-07 |
Branch Locations
475 North Martingale Road Suite 300, Schaumburg, IL 60173 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Oak Brook | IL | 12/2012 | 10/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2018 |
| Polaris Wealth Advisory Group | Chicago | IL | 10/2018 | 11/2022 |
| Mercer Global Advisors Inc. | Schaumburg | IL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-26 |
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