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Boulder, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Confluence Financial Advisors | Boulder | CO | 10/2015 | 03/2020 |
| Mercer Global Advisors Inc. | Boulder | CO | 03/2019 | Present |
I have written a personal financial column for the Boulder Daily Camera and other newspapers since 2008. I devote approximately 5 hrs a month to these duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-06 |
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