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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-25 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Gdh Consulting | Atlanta | GA | 06/2016 | 01/2017 |
| Lpl Financial, Llc | Atlanta | GA | 01/2017 | 03/2019 |
| Ifg Advisory, Llc | Atlanta | GA | 01/2017 | 03/2019 |
| Squire Asset Management, Llc | Atlanta | GA | 01/2017 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 03/2019 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Peachtree City | GA | 09/2022 | 08/2025 |
| Mercer Global Advisors Inc. | Atlanta | GA | 09/2025 | Present |
| Aldridge Private Wealth Management Group | Atlanta | GA | 09/2022 | 08/2025 |
| Aldridge Private Wealth Management Group | Atlanta | GA | 03/2019 | 09/2022 |
1. Badger Holding Company, LLC; Not investment related; Decatur, GA; Holding company; Owner; 10/2022; Less than 1 hour per month; 0 hours per month during securities trading hours; Inactive LLC. 2.Families First; Investment-related; 80 Joseph E. Lowery Boulevard, NW, Atlanta, GA 30314; Non-profit organization that provides support services to families and adolescents; Member of the Finance Committee; 06/2024; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Member of the Finance Committee that reviews the budget and audit each year. 3.Families First; Investment-related; 80 Joseph E. Lowery Boulevard, NW, Atlanta, GA 30314; Non-profit organization that provides support services to families and adolescents; Chair of the Endowment Committee; 01/2023; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Committee meets with the 3rd party money manager quarterly and receives updates on the endowment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-06 |
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