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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED | 2021-12-09 |
Branch Locations
7511 New La Grange Rd, Louisville, KY 40222 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 08/2019 | 12/2021 |
| United States Army | Fort Bliss | TX | 01/2014 | 06/2017 |
| United States Army | Riyadh | 06/2017 | 06/2018 | |
| United States Army | Fort Knox | KY | 06/2018 | 06/2019 |
| United States Army | Fort Knox | KY | 06/2019 | 06/2020 |
| Bank Of America N.A. | Louisville | KY | 02/2020 | 12/2021 |
| Sanctuary Wealth | Louisville | KY | 12/2021 | Present |
1) MWM PARTNERS PROPERTY LLC POSITION: Member NATURE: Entity to own investment real estate property/rental income INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 08/15/2024 ADDRESS: 7511 New La Grange Road, Louisville KY 40222, United States DESCRIPTION: Owner / Landlord 2) MERCER TAX AND ADVISORY LLC POSITION: owner NATURE: This is a holding company that the three partners of Mercer Wealth Management LLC are starting to purchase and hold interest in Tax and Accounting firms. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/12/2025 ADDRESS: 7511 New La Grange Rd, Louisville KY 40222-4859, United States DESCRIPTION: I will be one of the co-managers of the LLC. I will be responsible for making investments in the new accounting firms as well as providing general business and management advice. I will not be providing tax or legal advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
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