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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
124 Northwest 10Th Street, Oklahoma City, OK 73103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trust Company Of Oklahoma | Oklahoma City | OK | 02/2011 | 01/2018 |
| Full Sail Capital | Oklahoma City | OK | 01/2018 | 06/2025 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 06/2025 | Present |
1. Oklahoma City Community Foundation; Investment-related; 1000 North Broadway Avenue, Oklahoma City, OK 73102; Nonprofit organization that connects donors with charitable causes, manages endowments, and supports community programs in central Oklahoma; Investment Committee Member; 05/07/2024; Less than 1 hr. per month; Less than 1 hr. during trading hours; Serve on a five-member committee overseeing investment policies, advisor selection, strategy, and fund performance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-07 |
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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