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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-18 |
Branch Locations
3339 Se Division Street Suite B, Portland, OR 97202 • 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 |
|---|---|---|---|---|
| Childfree Wealth | Mount Juliet | TN | 11/2023 | 12/2024 |
| Protected Investors Of America | Portland | OR | 07/2023 | 11/2023 |
| Money Quotient | Portland | OR | 04/2016 | 06/2023 |
| Thompson Advisory Services, Llc | Portland | OR | 01/2025 | 12/2025 |
| Mercer Global Advisors Inc. | Portland | OR | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-11 |
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