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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-26 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2014 | 07/2018 |
| Unemployed | Houston | TX | 07/2018 | 10/2018 |
| Mercer Global Advisors Inc. | Houston | TX | 10/2018 | 01/2019 |
| Unemployed | South Glastonbury | CT | 01/2019 | 02/2020 |
| Securities America, Inc | Glastonbury | CT | 02/2020 | 11/2022 |
| Mercer Global Advisors Inc. | Houston | TX | 01/2023 | 03/2024 |
| Lichtenstein Financial | Glastonbury | CT | 01/2020 | 11/2022 |
| The Vanguard Group | Malvern | PA | 08/2016 | 07/2018 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2024 | 09/2024 |
| Mercer Global Advisors Inc. | Houston | TX | 09/2024 | 04/2025 |
| Mercer Global Advisors Inc. | Houston | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-16 |
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