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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tulsa | OK | 04/2021 | 11/2022 |
| Oral Roberts University | Tulsa | OK | 07/2019 | 04/2021 |
| Discount Sport Nutrition | Tulsa | OK | 05/2017 | 07/2019 |
| Logans Roadhouse | Owasso | OK | 05/2016 | 09/2016 |
| Full Time Student | Tulsa | OK | 09/2016 | 05/2017 |
| Fidelity Investments | Tulsa | OK | 11/2022 | 06/2023 |
| Mercer Global Advisors Inc. | Houston | TX | 06/2026 | Present |
| Fidelity Investments | Houston | TX | 06/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-22 |
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