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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-12 |
Branch Locations
2595 Canyon Boulevard Suite 320, Boulder, CO 80302 • 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 Brokerage Services Llc | Greenwood Village | CO | 12/2015 | 11/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2020 |
| Motley Fool Wealth Managment | Denver | CO | 11/2020 | 11/2024 |
| Tmf Investments | Alexandria | VA | 02/2021 | 11/2024 |
| Mercer Global Advisors Inc. | Boulder | CO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-14 |
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