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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-01-20 |
| UT | RA | APPROVED | 2021-11-12 |
| OR | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED | 2021-11-10 |
| WA | RA | APPROVED | 2017-12-18 |
Branch Locations
412 Main Street Suite 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 04/2012 | 12/2017 |
| Mercer Global Advisors Inc. | Bellevue | WA | 12/2017 | 03/2021 |
| Mercer Global Advisors Inc. | Franklin | TN | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-29 |
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