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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-04 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genuine Parts Company | Atlanta | GA | 04/2017 | 06/2017 |
| Home Depot | Atlanta | GA | 02/2016 | 04/2017 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 06/2017 | 12/2020 |
| Mercer Global Advisors Inc. | Atlanta | GA | 07/2026 | Present |
| Northern Trust | Atlanta | GA | 10/2022 | 07/2026 |
| Truist | Atlanta | GA | 11/2020 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-25 |
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