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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-22 |
Branch Locations
Kensington, MD • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-09 |
Branch Locations
702 King Farm Blvd Ste 610, Rockville, MD 20850 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 03/2015 | 10/2016 |
| Wms Advisor, Llc | Rockville | MD | 04/2016 | 10/2016 |
| Ef Legacy Securities, Llc | Henrico | VA | 10/2016 | 10/2018 |
| Edelman Financial Serices, Llc | Fairfax | VA | 10/2016 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 01/2020 |
| Ubs Financial Services Inc. | Washington | DC | 01/2020 | 05/2023 |
| Glass Jacobson Investment Advisors Llc | Owings Mills | MD | 06/2023 | 11/2025 |
| Mercer Global Advisors Inc. | Kensington | MD | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-01 |
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