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Billings, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Westminster | CO | 02/2016 | 12/2017 |
| Mercer Global Advisors Inc. | Edgewater | CO | 11/2018 | 09/2021 |
| Td Ameritrade | Southlake | TX | 01/2018 | 05/2018 |
| Unemployed | Wheat Ridge | CO | 06/2018 | 10/2018 |
| Mercer Global Advisors Inc | Salt Lake City | UT | 09/2021 | 03/2023 |
| Mercer Global Advisors Inc. | Salt Lake City | UT | 03/2023 | 02/2025 |
| Evergreen Financial Group Llc | West Jordan | UT | 04/2025 | Present |
| The Well Church | Sandy | UT | 02/2025 | Present |
Name/nature of business - The Well Church Investment-related - No Address - 800 E 9400 S, Sandy UT 84094 Title/position - Audio/Visual/Lighting Director Duties - Oversee all aspects of Audio/Visual/Lighting Department Start date - February 2025 Number of hours/month - 160 Number of hours/month during securities trading hours - 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-13 |
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