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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
2600 Westown Pkwy Suite #346, West Des Moines, IA 50266 • 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 |
|---|---|---|---|---|
| River Glen Wealth Counselors | West Des Moines | IA | 08/2006 | 12/2023 |
| Mercer Global Advisors, Inc. | West Des Moines | IA | 01/2024 | Present |
1. Veerkloh, LLC; investment-related; 2600 Westown Parkway, Suite 346, West Des Moines, IA 50266; Commercial Real Estate Company; Managing Member; 08/2006; 4hrs/month; Coordinate research and transactions and manage properties. 2. The Rotary Club of Des Moines Foundation; non-investment related; 4214 Fleur Drive, #5, Des Moines, IA 50321; Philanthropy group; President and Board Member; 07/2023; <1 hr/month; Lead governance of the foundation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-10 |
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