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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2018-11-05 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2014 | 10/2016 |
| Gf Investment Services, Llc | Sarasota | FL | 11/2016 | 09/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 11/2016 | 09/2018 |
| Outlook Wealth Advisors, Llc | Shenandoah | TX | 10/2016 | 09/2018 |
| Mercer Global Advisors Inc. | Houston | TX | 10/2018 | 02/2022 |
| Mercer Global Advisors | Houston | TX | 02/2022 | 12/2025 |
| Mercer Global Advisors Inc. | Houston | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
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