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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED | 2023-06-29 |
| GA | RA | APPROVED | 2021-02-04 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biggers Blackmon Llc | Eufaula | AL | 01/2014 | Present |
| Atlanta Financial Associates | Atlanta | GA | 09/2018 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 04/2014 | 10/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2018 | 09/2023 |
| Mercer Global Advisors Inc. | Altanta | GA | 01/2021 | 03/2023 |
| Mercer Global Advisors Inc. | Atlanta | GA | 03/2023 | 09/2024 |
| Mercer Global Advisors Inc. | Atlanta | GA | 09/2024 | Present |
1.) Part-owner and manager of Biggers Blackmon, LLC (located at 5901-B Peachtree Dunwoody Road, Suite 275, Atlanta GA 30328) since 10/01/2013. Devotes 10 hours a month (10 hours during trading hours) to providing tax planning and preparation services. Receives compensation (fees) for this activity. The activity is not investment related. 2.) Ansley Foundation; Non investment related;196 Montgomery Ferry Drive, Atlanta, GA 30309; Treasurer and Board Member;02/2026; 1 hr devoted to the business per month, none during trading; Duties include: reviewing the Employee Assistance Program and assist with fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
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