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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-17 |
Branch Locations
8180 Greensboro Dr Suite 1010, Mclean, VA 22102 • 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 |
|---|---|---|---|---|
| Virginia Tech University | Blacksburg | VA | 08/2014 | 12/2018 |
| Mercer Global Advisors Inc. | Mclean | VA | 02/2020 | 09/2021 |
| West Financial Services | Mclean | VA | 07/2018 | 08/2018 |
| Octagon Financial Serives | Vienna | VA | 02/2019 | 01/2020 |
| Mercer Global Advisors Inc. | Mclean | VA | 09/2024 | Present |
| Mercer Global Advisors Inc. | Mclean | VA | 03/2024 | 09/2024 |
| Mercer Global Advisors Inc. | Mclean | VA | 03/2023 | 03/2024 |
| Mercer Global Advisors Inc. | Mclean | VA | 09/2021 | 02/2022 |
| Mercer Global Advisors Inc. | Mclean | VA | 02/2022 | 03/2023 |
| Virginia Tech University- Finance Department | Blacksburg | VA | 08/2018 | 12/2018 |
| Capital Asset Management Group | Washington D.C. | DC | 06/2017 | 08/2017 |
1. Personal Rental Property; Investment-related; Arlington, VA; Rental Property; Part-Owner; 01/2024; 4-20 hours per month; 0 hours during securities trading hours; Manage property and tenants.
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