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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-07 |
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 |
|---|---|---|---|---|
| Potomac | Miami | FL | 02/2024 | 11/2025 |
| Trademark Capital Management Inc | Watkinsville | GA | 03/2022 | 02/2024 |
| Relativity Capital Advisors | Greensboro | GA | 10/2021 | 03/2022 |
| University Of Georgia | Athens | GA | 08/2020 | 05/2022 |
| University Of North Georgia | Oconee | GA | 08/2018 | 05/2020 |
| Shell Capital Management Llc | Knoxville | TN | 11/2025 | 06/2026 |
| Student | Athens | GA | 08/2014 | 05/2018 |
| Mercer Global Advisors Inc. | Athens | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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