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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Loyd Financial Management Inc | Centennial | CO | 10/2017 | 06/2019 |
| Rimini Street, Inc. | Las Vegas | NV | 12/2014 | 10/2017 |
| Edward Jones | Aurora | CO | 07/2019 | 11/2019 |
| Gwfs Equities, Inc | Greenwood Village | CO | 11/2019 | 03/2021 |
| J.P. Morgan Securities Llc | Aurora | CO | 08/2023 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Aurora | CO | 08/2023 | 09/2023 |
| Collegeinvest | Denver | CO | 09/2021 | 07/2023 |
| Advised Assets Group, Llc | Greenwood | CO | 11/2019 | 03/2021 |
| Rimini Street, Inc. | Greenwood | CO | 03/2021 | 09/2021 |
| Mercer Global Advisors Inc. | Aurora | CO | 01/2024 | 09/2024 |
| Magellan Federal | Aurora | IL | 11/2023 | 01/2024 |
| Mercer Global Advisors Inc. | Aurora | CO | 09/2024 | 03/2025 |
| Mercer Global Advisors Inc. | Aurora | CO | 04/2026 | Present |
| Mercer Global Advisors Inc. | Aurora | CO | 04/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
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