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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-05 |
| MO | RA | APPROVED | 2022-05-04 |
| TX | RA | APPROVED | 2022-05-04 |
Branch Locations
16150 Main Circle Dr Suite 115, Chesterfield, MO 63017 • 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 |
|---|---|---|---|---|
| Convergent Wealth Management, Llc | Chesterfield | MO | 06/2010 | 04/2022 |
| Mercer Global Advisors Inc. | Chesterfield | MO | 04/2022 | Present |
Finance Chairman and Board Member of "Rethink 3:15", a non-profit religious organization based in Wentzville, MO. Activity began in 2021 and represents approximately 5 hours per month, some of which may be within normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-13 |
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