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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
55 Barn Road Suite 206, Lake Placid, NY 12946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Placid | NY | 12/2015 | 01/2021 |
| Raymond James Financial Services Advisors Inc. | Lake Placid | NY | 12/2015 | 01/2021 |
| Long Run Wealth Advisors, Llc | Lake Placid | NY | 01/2021 | 01/2026 |
| Mercer Global Advisors Inc. | Lake Placid | NY | 01/2026 | Present |
1. Champlain National Bank; Investment-related; 3900 NYS Route 22 Willsboro, NY 12996; Community Bank; Board Member; 03/15/2017; 4 hrs. per month; 1 hr. during trading hours; Provide strategic guidance and oversight for governance of the bank,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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