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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NH | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED | 2023-12-06 |
Branch Locations
822 North A1A Highway Suite 206, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Paragon Wealth Strategies, Llc. | Jacksonville | FL | 04/2008 | 11/2023 |
| Mercer Global Advisors | Ponte Vedra Beach | FL | 12/2023 | Present |
Ash-Castle 1, LLC; investment-related; 13819 Ibis Pt Blvd, Jacksonville, FL 32224; LLC dedicated to personal investments; Manager; 10/2013; 2hrs/month; Duties including managing the personal investment accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-14 |
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