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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-08 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Atlanta | GA | 06/2022 | 03/2026 |
| The University Of Georgia | Athens | GA | 08/2017 | 05/2022 |
| Cypress Ranch High School | Cypress | TX | 08/2014 | 08/2017 |
| Ronald Blue Trust | Alpharetta | GA | 06/2021 | 08/2021 |
| Cannon Financial Strategists, Inc. | Athens | GA | 06/2020 | 05/2021 |
| Aspire Clinic At The University Of Georgia | Athens | GA | 08/2020 | 12/2020 |
| Aspire Clinic At The University Of Georgia | Athens | GA | 01/2020 | 05/2020 |
| T Bar M Camps & Retreats | Austin | TX | 05/2017 | 06/2017 |
| T Bar M Camps & Retreats | Austin | TX | 05/2018 | 07/2019 |
| Mercer Global Advisors Inc. | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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