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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-16 |
Branch Locations
1028 South Bridgeway Place Suite 120B, Eagle, ID 83616 • 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 |
|---|---|---|---|---|
| West Oak Capital Llc | Eagle | ID | 01/2019 | 09/2025 |
| San Diego State University | San Diego | CA | 08/2014 | 12/2018 |
| West Oak Capital Llc | Westlake Village | CA | 06/2018 | 08/2018 |
| Bird | San Diego | CA | 09/2018 | 11/2018 |
| Emerald City | Coronado | CA | 05/2017 | 05/2018 |
| Laz | San Diego | CA | 10/2016 | 02/2017 |
| Mercer Global Advisors Inc. | Eagle | ID | 09/2025 | Present |
1. High Desert Harley Davidson; Not investment-related; 2310 East Cinema Drive, Meridian, ID 83642; Learn to Ride Motorcycle Coaching; Rider Coach; 12/13/2022; 10-40 hrs. per month; 0 hrs. during trading hours; Facilitate a safe learning environment for new riders to learn the skills required to ride a motorcycle on the street.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
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