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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-21 |
| TN | RA | APPROVED | 2025-02-13 |
| NE | RA | APPROVED | 2025-02-12 |
Branch Locations
607 Commons Drive, Gallatin, TN 37066 • 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 |
|---|---|---|---|---|
| Financial Partners Group, Llc | Gallatin | TN | 01/2013 | 02/2025 |
| Mercer Global Advisors Inc. | Gallatin | TN | 02/2025 | Present |
1. BP Properties, GP; Investment-related; 420 West Main Street, Lebanon, TN 37087; Residential Real Estate Rental Properties; Partner; 02/01/2011; 1-2 hrs. per month; 0 hrs. during trading hours; Purchase of properties for rentals, investor. 2. Hickory Hills Farm, LLC (DBA Cellar 53 Winery); Not investment-related; Bush Creek, TN; Farming; Managing Member; 02/01/2005; 40-60 hrs. per month; 0 hrs. during trading hours; Farming. 3. Casualty, Vehicle Physical Damage, Property, Variable Life and Variable Annuity, Accident & Health, and Life Insurance License; Investment-related; Gallatin, TN; Insurance sales; Insurance Producer; 10/12/1993; 4 hrs. per month; 4 hrs. during trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-04 |
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