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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-10 |
| OH | RA | APPROVED | 2023-04-11 |
| MI | RA | APPROVED | 2023-04-07 |
| IL | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED_RES | 2023-04-06 |
| WI | RA | APPROVED | 2019-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial & Investment Management Group Ltd | Onalaska | WI | 11/2014 | 05/2019 |
| Mercer Global Advisors Inc. | Onalaska | WI | 12/2018 | 05/2019 |
| Mercer Global Advisors Inc. | Onalaska | WI | 05/2019 | 01/2025 |
| Mercer Global Advisors Inc. | Onalaska | WI | 01/2025 | 01/2026 |
| Mercer Global Advisors Inc. | Onalaska | WI | 01/2026 | Present |
Consultant and Head of Sales for CommandScope, LLC, a software development company located 2027 W Division St, #245, Chicago, IL, since 06/20/2019. Responsible for sales, management and support of existing accounts, and input on the redevelopment of the core software offering. Devotes 40 hours a month (20 hours during trading hours) to this activity. Receives compensation in the form of equity in the company. The activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-15 |
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