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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-12 |
Branch Locations
5550 Topanga Canyon Blvd. Suite 350, Woodland Hills, CA 91367 • 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 |
|---|---|---|---|---|
| Td Ameritrade | Encino | CA | 11/2015 | 09/2018 |
| Avantax Investment Services, Inc. | Newhall | CA | 08/2018 | 11/2023 |
| Avantax Advisory Services | Newhall | CA | 08/2018 | 11/2023 |
| Martin & Company Tax And Wealth Advisors | Valencia | CA | 08/2018 | 11/2023 |
| Mercer Global Advisors Inc. | Woodland Hills | CA | 12/2023 | Present |
Rental Property; Investment-related; 304 E Williams Street, Farmland, IN 47340; Single-family home rental property; Owner; 11/21/2022; 1 hr. per month; 0 hrs. per month during trading hours; Collect rental income and provide maintenance on property through property management company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-14 |
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