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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
5613 Dtc Parkway Suite 650, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Lewis Wealth Management, Llc | Littleton | CO | 01/2010 | 05/2025 |
| Mercer Global Advisors Inc. | Greenwood Village | CO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-26 |
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