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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
White Plains, GA • 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 |
|---|---|---|---|---|
| Cfs Cubic Financial Services, Inc. | Norcross | GA | 09/1998 | 01/2025 |
| Cubic Pye Llp | Atlanta | GA | 01/2001 | Present |
| Mercer Global Advisors Inc. | White Plains | GA | 01/2025 | Present |
1. Cubic Pye LLP; Not investment-related; White Plains, GA; Tax and Financial Planning; Partner; 01/01/2001; 80 hrs. per month for 3 months per year; 0-80 hrs. during trading hours for 3 months per year; Tax preparation and filing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-16 |
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