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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED | 2023-06-29 |
| MO | RA | APPROVED | 2022-06-15 |
Branch Locations
1256 E Kingsley St, Springfield, MO 65804 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Mo Columbia | Columbia | MO | 08/2014 | 08/2018 |
| Wilkerson & Reynolds Wealth Manager | Columbia | MO | 08/2018 | 05/2019 |
| Heim, Young & Associates Inc. | Springfield | MO | 05/2019 | Present |
| Hya Advisors, Inc. | Springfield | MO | 05/2019 | 05/2022 |
| Mercer Global Advisors, Inc. | Springfield | MO | 05/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Springfield | MO | 03/2023 | Present |
1. Heim, Young & Associates Inc. DBA MA Brokerage Solutions; Investment-related; 1256 E. Kingsley Street, Springfield, MO 65804; Up to 40 hrs./week; Provides brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer. 2. Mercer Global Advisors Inc., investment related. 1200 17th St Suite 500 Denver CO, Associate Wealth Advisor, 4/2022, up to 40 hrs/week. I provide financial advice and planning for clients, which may also include insurance sales or consultation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-21 |
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