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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
124 Northwest 10Th Street, Oklahoma City, OK 73103 • 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 |
|---|---|---|---|---|
| Quibids, Llc | Oklahoma City | OK | 09/2014 | 06/2017 |
| Hertiage Trust Company | Oklahoma City | OK | 08/2017 | 03/2023 |
| Full Sail Capital, Llc | Oklahoma City | OK | 06/2023 | 10/2023 |
| Full Sail Capital, Llc | Oklahoma City | OK | 10/2023 | 06/2025 |
| Unemployed | Oklahoma City | OK | 04/2023 | 06/2023 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 06/2025 | Present |
1. Free To Live - Animal Sanctuary; Investment-related; 12501 North May Avenue, Oklahoma City, OK 73120; Supports animal welfare through rescue, rehoming, public education, and collaboration with humane organizations; Board Member and Finance Committee Member; 01/01/2023; 1-2 hrs. per month; 0 hrs. during trading hours; Support fundraising efforts and responsible asset stewardship.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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