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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mchenry Advisers, Inc. | New Albany | OH | 07/2024 | 12/2025 |
| The Lindy Group | New Galilee | PA | 05/2022 | 08/2022 |
| University Of Notre Dame | Notre Dame | IN | 08/2022 | 07/2024 |
| University Of Notre Dame | United States | IN | 08/2020 | 05/2022 |
| Franklin & Marshall College | Lancaster | PA | 08/2019 | 05/2020 |
| Unemployed | New Wilmington | PA | 05/2020 | 08/2020 |
| Lion Street Advisors, Llc | New Albany, Oh | OH | 04/2025 | 11/2025 |
| Unemployed | New Wilmington | PA | 03/2015 | 08/2019 |
| Integrity Alliance, Llc. | Urbandale | IA | 11/2025 | 01/2026 |
| Matune Basile Advisors | Hermitage | PA | 01/2026 | 06/2026 |
| Mercer Global Advisors Inc. | New Wilmington | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-11 |
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