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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-27 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| The El Felix | Alpharetta | GA | 07/2016 | 03/2020 |
| Lpl Financial, Llc | Atlanta | GA | 02/2020 | 05/2024 |
| Delta Community Credit Union | Atlanta | GA | 02/2020 | 05/2024 |
| Lpl Financial, Llc | Atlanta | GA | 06/2018 | 02/2020 |
| Delta Community Credit Union | Atlanta | GA | 06/2018 | 02/2020 |
| Lido Advisors, Llc | Atlanta | GA | 06/2024 | 05/2025 |
| Mercer Global Advisors Inc. | Atlanta | GA | 05/2025 | Present |
1. Life, Accident and Health, and Variable Life & Annuity Insurance Licenses; Investment related; Atlanta, GA; Active insurance licenses; Insurance Producer; 12/2023; Less than 1 hour per month; 0 hours during securities trading hours; Holds active insurance licenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-28 |
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