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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-01 |
Branch Locations
201 South College Street Suite 2250, Charlotte, NC 28244 • 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 |
|---|---|---|---|---|
| Stonecrest Capital Markets Inc. | Charlotte | NC | 02/2006 | 01/2017 |
| Kingfisher Capital, Llc | Charlotte | NC | 06/2009 | 10/2023 |
| Mercer Global Advisors | Charlotte | NC | 10/2023 | Present |
1. Simplicity AFG; Not investment-related; 5904 Six Forks Road, Raleigh, North Carolina; January 2015; 1 hr/month; I have my North Carolina Life Insurance License connected with Simplicity AFG. 2. The Bull Investment Club; Investment-related; 201 South College Street, Suite 2250, Charlotte, North Carolina; June 2009; 1hr/month; I manage the billing dues for the club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-14 |
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