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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-09 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
10655 Northeast Fourth Suite 810, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Seattle | WA | 05/2018 | 01/2019 |
| Key Investment Services | Seattle | WA | 05/2018 | 01/2019 |
| U.S. Bank | Spokane | WA | 08/2017 | 04/2018 |
| U.S Bank | Portland | WA | 06/2017 | 08/2017 |
| Gonzaga University | Spokane | WA | 09/2016 | 05/2017 |
| Mercer Global Advisors Inc. | Spokane | WA | 03/2023 | 05/2025 |
| Mercer Global Advisors Inc. | Spokane | WA | 03/2021 | 03/2023 |
| Mercer Global Advisors Inc. | Spokane | WA | 02/2019 | 03/2021 |
| Mercer Global Advisors Inc. | Spokane | WA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-11 |
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