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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
Reisterstown, MD • 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 | 2021-10-04 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2000 | 10/2016 |
| Legg Mason & Co Llc | Baltimore | MD | 10/2016 | 07/2019 |
| Legg Mason Investor Services Llc | Baltimore | MD | 10/2016 | 07/2019 |
| Clearbridge Investments | New York | NY | 10/2016 | 07/2019 |
| Wick Capital Partners, Llc | Philadelphia | PA | 09/2019 | 10/2021 |
| Glass Jacobson Investment Advisors Llc | Owings Mills | MD | 10/2021 | 11/2025 |
| Mercer Global Advisors Inc. | Reisterstown | MD | 12/2025 | Present |
1) DB Game LLC & DB Game II; Not Investment Related; 1 Laurnic Dr. Reisterstown, MD 21136; Social Media Gaming Software/Minority Member/Managing Member; June 1, 2020;2-3 hours per month during trading hours; Duties include: managing the communication between the LLC members and the company, handling administration and coordinating with outside professionals, i.e. accountants, attorneys, etc. where applicable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-03 |
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