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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
8117 Preston Road #700, Dallas, TX 75225 • 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 |
|---|---|---|---|---|
| Objective Planning, Llc | Nashville | TN | 08/2011 | 12/2025 |
| Mercer Global Advisors Inc. | Dallas | TX | 12/2025 | Present |
| Unemployed | Mayaguez | PR | 01/2025 | 12/2025 |
| Indesovi De Pr | Mayaguez | PR | 05/2023 | 01/2025 |
1. Choo Choo Rentals, LLC; Investment-related; Dallas, TX; Rental Properties; Member/Owner; 08/2017; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; File documents and coordinate with property manager. 2.Tennessee Tuxedo, LLC; Investment-related; Dallas, TX; LLC created to hold various investments; Owner; 06/2019; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; LLC formed for the purpose to hold investments. 3.The Madison Project, LLC; Investment-related; Ashland, TN; Real estate investment company; General Partner/Co-Owner; 09/2019; 4 hours per month; Less than 1 hour per month during securities trading hours; Coordinate utilities with tenants and meet with other owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-10 |
| S66 | Uniform Combined State Law Examination | 2006-09-27 |
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