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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-17 |
Branch Locations
Mclean, VA • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-07-25 |
Branch Locations
800 King Farm Blvd Suite 500, Rockville, MD 20850 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Washington | DC | 09/2014 | 05/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Washington | DC | 09/2014 | 05/2019 |
| Triad Advisors | Norcross | GA | 08/2019 | 11/2025 |
| Mercer Global Advisors Inc. | Mclean | VA | 12/2025 | Present |
| Glass Jacobson Wealth Advisors | Owings Mills | MD | 06/2019 | 11/2025 |
1)RENTAL PROPERTIES; NON INVESTMENT RELATED; WILMINGTON, NC; REAL ESTATE; OWNER; 06/2000; DEVOTE LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING; OWN TWO RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-23 |
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