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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-25 |
| MO | RA | APPROVED | 2024-10-07 |
Branch Locations
5251 West 116Th Place Suite 200, Office 225, Leawood, KS 66211 • United States
1256 East Kingsley, Springfield, MO 65804 • 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 |
|---|---|---|---|---|
| Heim, Young & Associates | Springfield | MO | 11/2021 | 05/2022 |
| Mercer Global Advisors Inc. | Springfield | MO | 05/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Springfield | MO | 03/2023 | 03/2026 |
| O'REilly Auto Parts | Springfield | MO | 01/2021 | 11/2021 |
| Missouri State University | Springfield | MO | 08/2017 | 12/2020 |
| Railwood Golf Club | Holts Summit | MO | 09/2016 | 08/2017 |
| Tanglewood Golf Course | Fulton | MO | 09/2016 | 08/2017 |
| High School | Mokane | MO | 08/2013 | 09/2016 |
| Mercer Global Advisors Inc. | Springfield | MO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-05 |
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