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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-12 |
Branch Locations
26 Main Street, Colleyville, TX 76034 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2017 | 01/2021 |
| Brigham Young University | Provo | UT | 08/2016 | 12/2016 |
| Self Employed | San Francisco | CA | 10/2017 | 04/2019 |
| Self Employed | San Francisco | CA | 10/2017 | 04/2019 |
| Fisher Investments | Plano | TX | 03/2021 | 11/2023 |
| Mercer Global Advisors Inc. | Colleyville | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-19 |
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