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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-22 |
Branch Locations
300 Ridgefield Court Suite 309, Asheville, NC 28806 • 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 |
|---|---|---|---|---|
| Self Employed | Charlotte | NC | 06/2016 | 12/2017 |
| Mckays | Greensboro | NC | 09/2017 | 10/2019 |
| Flour Shop | Charlotte | NC | 10/2019 | 07/2020 |
| Raymond James Financial Services Inc. | Asheville | NC | 09/2020 | 06/2022 |
| Raymond James Financial Services Advisers | Asheville | NC | 09/2021 | 06/2022 |
| Mercer Global Advisors Inc. | Asheville | NC | 06/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Asheville | NC | 03/2023 | 03/2026 |
| Mercer Global Advisors Inc. | Asheville | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-01 |
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