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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-18 |
| NC | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED_RES | 2026-01-07 |
| WY | RA | APPROVED | 2026-01-07 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Charlotte | NC | 08/2012 | 06/2019 |
| Poterack Capital Advisory, Inc. | Charlotte | NC | 07/2001 | 01/2026 |
| Capital Asset Advisory Services, Llc | Fort Mill | SC | 02/2017 | 06/2019 |
| Truadvice, Llc Dba Poterack Capital Advisory, Inc. | Charlotte | NC | 06/2019 | 02/2021 |
| Kure Advisory, Llc | Charlotte | NC | 02/2021 | 10/2023 |
| Private Advisor Group, Llc | Morristown | NJ | 10/2023 | 01/2026 |
| Mercer Global Advisors Inc. | Wilson | WY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-26 |
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