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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ridgetop Research | Charlotte | NC | 06/2019 | 02/2021 |
| Student | Princeton | WV | 04/2010 | 06/2019 |
| Harrison & Company Wealth Management, Llc | Roanoke | VA | 02/2021 | 06/2022 |
| Mercer Global Advisors Inc. | Denver | CO | 06/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Denver | CO | 03/2023 | 06/2024 |
| Mercer Global Advisors Inc. | Denver | CO | 06/2024 | 01/2025 |
| Ritholtz Wealth Management | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
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