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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
Branch Locations
26 Main Street, Colleyville, TX 76034 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 06/2012 | 02/2019 |
| Quest Capital Management | Dallas | TX | 06/2012 | 02/2019 |
| Yfp Planning | Baltimore | MD | 02/2019 | 01/2020 |
| Keener Financial Planning | Keller | TX | 01/2020 | 04/2021 |
| Your Financial Pharmacist Planning | Baltimore | MD | 05/2021 | 08/2024 |
| Mercer Global Advisors Inc. | Colleyville | TX | 10/2024 | 03/2025 |
| Mercer Global Advisors, Inc. | Colleyville | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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