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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-15 |
| OH | RA | APPROVED | 2026-07-10 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Spanish Fork, UT • United States
4400 N High St Suite 201, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-06 |
| OH | RA | APPROVED | 2021-09-03 |
Branch Locations
4400 N High St Suite 201, Columbus, OH 43214 • United States
Spanish Fork, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northavenue, Llc | Columbus | OH | 07/2020 | 06/2026 |
| Kansas State University | Mission | TX | 01/2019 | 12/2020 |
| Sharyland Independent School District | Mission | TX | 08/2019 | 03/2020 |
| Kids In The Kitchen | Horizon City | TX | 04/2017 | 12/2018 |
| Colin Baenzinger & Associates | Daytona Beach Shores | FL | 03/2017 | 11/2018 |
| Bailey Household | Daytona Beach Shores | FL | 07/2004 | 03/2017 |
| Mercer Global Advisors Inc. | Spanish Fork | UT | 07/2026 | Present |
1. NAPFA Foundation; Not investment related; Private residence in lieu of address; Pro Bono work to help veterans awarded a home through Homes for Heroes; Volunteer Advisor; 03/01/2025; 1 hours/month; 0 hours/month during security trading hours; Meet with veterans to discuss their finances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
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