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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-21 |
| OR | RA | APPROVED | 2021-03-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Portland | OR | 07/2006 | 12/2020 |
| Mcgee Wealth Management | Portland | OR | 02/2006 | 01/2021 |
| Taskrabbit | Oregon City | OR | 06/2016 | 10/2016 |
| Mercer Global Advisors Inc. | Portland | OR | 01/2021 | 04/2021 |
| Lion Street Financial | Boston | MA | 05/2021 | 08/2023 |
| Mercer Global Advisors Inc. | Boston | MA | 04/2021 | 07/2022 |
| Mercer Global Advisors Inc. | Boston | MA | 07/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Boston | MA | 03/2023 | 10/2024 |
| Mercer Global Advisors Inc. | Salem | MA | 10/2024 | Present |
1. Owner of rental property in Troutdale, OR since 3/01/2017. Devotes less than 1 hour per month (0 hours during trading hours) to this activity. Receives compensation from this activity. This activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-08 |
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