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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-16 |
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 |
|---|---|---|---|---|
| Student | Tulsa | OK | 06/2014 | 01/2019 |
| Lifetime Fitness | Tulsa | OK | 01/2019 | 02/2020 |
| Unemployed | Tulsa | OK | 02/2020 | 04/2020 |
| Papa John's | Tulsa | OK | 04/2020 | 06/2020 |
| Brigham Young University | Provo | UT | 06/2020 | 04/2021 |
| 6 Brothers Pest Control | Boise | ID | 04/2021 | 08/2021 |
| Brigham Young University | Provo | UT | 08/2021 | 04/2022 |
| 6 Brothers Pest Control | Boise | ID | 04/2022 | 08/2022 |
| Brigham Young University | Provo | UT | 08/2022 | 05/2023 |
| Northrock Companies | Draper | UT | 05/2023 | 12/2023 |
| Brigham Young University | Provo | UT | 12/2023 | 06/2024 |
| Full Sail Capital, Llc | Oklahoma City | OK | 06/2024 | 06/2025 |
| Mercer Global Advisors Inc. | Oklahoma City | OK | 06/2025 | Present |
1. Warner and Neil Holdings LLC; Investment-related; 5711 East 109th Place, Tulsa, OK 74137; Rental Property Investment; CEO, CIO, Managing Partner; 02/15/2022; Less than 1 hr. per month; 0 hrs. during trading hours; Led acquisition analysis, co-manage tenant relations, property operations, and financial performance review.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
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