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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-16 |
Branch Locations
412 Main Street Suite 200, Franklin, TN 37064 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Franklin | TN | 07/2026 | Present |
| Abound Wealth Management | Franklin | TN | 12/2025 | 06/2026 |
| Abound Wealth Management | Franklin | TN | 01/2024 | 12/2025 |
| Community Services Financial Bank | Benton | KY | 09/2023 | 12/2025 |
| Baird | Murray | KY | 05/2023 | 08/2023 |
| Murray State University | Murray | KY | 08/2022 | 05/2023 |
| Murray State University | Murray | KY | 01/2022 | 08/2022 |
| Bunzl Retail Services | Murray | KY | 06/2021 | 01/2022 |
| Murray State University | Murray | KY | 08/2020 | 05/2021 |
| Lowes | Paducah | KY | 06/2020 | 10/2020 |
| Dick's Sporting Goods | Paducah | KY | 05/2020 | 06/2020 |
| Murray State University | Murray | KY | 09/2019 | 03/2020 |
| Murray State University | Murray | KY | 05/2019 | 05/2020 |
| Bowling Green - Warren County Community Education | Bowling Green | KY | 09/2018 | 03/2019 |
| Kohls | Paducah | KY | 05/2015 | 01/2019 |
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