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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-09-27 |
Branch Locations
1837 E Main St, Onalaska, WI 54650 • 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 |
|---|---|---|---|---|
| Stifel | La Crosse | WI | 05/2016 | 02/2020 |
| Mercer Global Advisors Inc. | Onalaska | WI | 03/2020 | 09/2022 |
| Mercer Global Advisors Inc. | Onalaska | WI | 09/2022 | 03/2024 |
| Mercer Global Advisors Inc. | Onalaska | WI | 03/2024 | 09/2024 |
| Mercer Global Advisors Inc. | Onalaska | WI | 09/2024 | Present |
1. MBN, LLC; Not investment-related; 800 North Brown Road, Long Lake, MN 55356; Family-owned LLC to protect assets; Part-owner; 9/30/2023; 0 hrs. per month; Assist with finances and provide support. 2. Houston County Minnesota; Not investment-related; 104 N 6th Street, Brownsville, MN 55919; Local polling location for elections; Clerk and Head Judge; 08/01/2024; Varies based on local election needs; Organize and supervise election location, which can include filing and counting ballots, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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