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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-06-13 |
Branch Locations
1200 17Th Street Suite 500, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2017 | 06/2017 |
| Four Seasons Company | Santa Barbara | CA | 05/2013 | 02/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 08/2017 | 03/2018 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 03/2018 | 06/2018 |
| Mercer Global Advisors Inc. | Denver | CO | 06/2018 | 04/2020 |
| Mercer Global Advisors, Inc. | Denver | CO | 04/2020 | 02/2021 |
| Mercer Global Advisors Inc. | Denver | CO | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
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