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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-01 |
| WA | RA | APPROVED | 2024-02-01 |
| AZ | RA | APPROVED | 2023-04-11 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Camas, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 08/2006 | 03/2023 |
| New York University | New York | NY | 08/2022 | Present |
| Mercer Global Advisors Inc. | Camas | WA | 03/2023 | Present |
1) New York University; Non-investment related; Virtual; Graduate level course on Investment and Wealth Management; Adjunct Professor; 08/2022; 10hrs. per month; 0 hrs. per month; Adjunct professor teaching a foundational course for preparing for the CFP examination and beginning a career in the financial advisory space.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-18 |
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