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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2025-04-09 |
Branch Locations
Germantown, TN • United States
1053 West Rex Road Suite 102, Memphis, TN 38119 • 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 |
|---|---|---|---|---|
| Ameriprise | Memphis | TN | 04/2009 | 03/2018 |
| Apw Capital, Inc. | Rockaway | NJ | 03/2018 | 06/2023 |
| Vishria Bird Financial Group, Llc | Memphis | TN | 03/2018 | 04/2025 |
| Mercer Global Advisors Inc. | Memphis | TN | 04/2025 | Present |
1. Life, Accident & Health, and Variable Life & Annuity Insurance License; Investment-related; 1053 West Rex Road, Suite 102, Memphis, TN 38119; Insurance sales; Insurance Producer; 02/03/2010; 0-1 hrs. per month; 0-1 hrs. during trading hours; Holds active insurance licenses. 2. Notary Public - State of Tennessee; Not investment-related; 1053 West Rex Road, Suite 102, Memphis, TN 38119; Notarial Services; Notary Public; 05/03/2024; 0-1 hrs. per month; 0-1 hrs. during trading hours; Notarize documents upon request.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-17 |
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