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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-19 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 Glenridge Connector, Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2017 | 09/2018 |
| University Of Georgia | Athens | GA | 08/2015 | 05/2017 |
| Unemployed | Atlanta | GA | 05/2017 | 10/2017 |
| Mercer Global Advisors Inc. | Dallas | TX | 10/2018 | 11/2018 |
| Mercer Global Advisors Inc. | Dallas | TX | 11/2018 | 09/2020 |
| Resource Planning Group | Atlanta | GA | 11/2020 | 11/2022 |
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2022 | 01/2024 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2024 | 12/2025 |
| Mercer Global Advisors Inc. | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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