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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
2095 Summer Lee Drive Suite M200, Rockwall, TX 75032 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2021 | 04/2022 |
| Dahlia Bar & Bistro | Dallas | TX | 06/2019 | 08/2019 |
| Dillard's | Plano | TX | 07/2019 | 06/2021 |
| Gold's Gym | Waco | TX | 09/2016 | 05/2019 |
| Dillard's | Plano | TX | 06/2019 | 07/2019 |
| Heliwagon | Waco | TX | 01/2019 | 05/2019 |
| Baylor University | Waco | TX | 08/2015 | 05/2019 |
| Fidelity Investments | Dallas | TX | 04/2022 | 10/2023 |
| Sanctuary Securities, Inc. | Southlake | TX | 11/2023 | 11/2023 |
| Sanctuary Advisors Llc | Southlake | TX | 11/2023 | 11/2023 |
| Mercer Global Advisors Inc. | Dallas | TX | 01/2024 | 02/2025 |
| Mercer Global Advisors Inc. | Dallas | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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