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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED_RES | 2023-08-25 |
| MI | RA | APPROVED | 2022-05-24 |
Branch Locations
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 Financial Services, Inc. | Kalamazoo | MI | 05/2012 | 03/2019 |
| Raymond James Financial Services Advisors, Inc. | Portage | MI | 04/2019 | 10/2020 |
| Raymond James Financial Services, Inc. | Portage | MI | 04/2019 | 10/2020 |
| Sanford Advisory Services | Portage | MI | 04/2019 | 05/2022 |
| Mercer Global Advisors Inc | Portage | MI | 05/2022 | 09/2023 |
| Mercer Global Advisors Inc. | Portage | MI | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
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