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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-15
  • CA RA
    APPROVED
    Since 2026-01-15

Branch Locations

5348 Carroll Canyon Road Suite 200, San Diego, CA 92121 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Genspring Family Offices Costa Mesa CA 06/2015 08/2017
Lighthouse Advisory Group, Llc Laguna Hills CA 07/2012 Present
Clarity Capital Partners Newport Beach CA 07/2019 11/2019
Savant Capital Management Rockford IL 09/2019 07/2020
Savant Wealth Management Rockford IL 07/2020 01/2021
Savant Wealth Management Rockford IL 01/2021 05/2022
Savant Wealth Management Rockford IL 05/2022 05/2024
Mercer Global Advisors Inc. San Diego CA 01/2026 Present
Previous Registrations
  • 2019-11-06 → 2024-04-26
    Rockford, IL
    Rockford, IL
  • 2019-07-03 → 2019-12-06
    Clarity Capital Partners
    Newport Beach, CA
  • 2016-01-28 → 2017-08-08
    Costa Mesa, CA
  • 2011-07-05 → 2012-06-18
    Ontario, CA
    Ontario, CA
  • 2009-03-05 → 2011-07-05
    Uvest Financial Services Group, Inc.
    Ontario, CA
  • 2005-02-10 → 2006-10-03
    San Francisco, CA
  • 2003-06-13 → 2004-08-20
    Citicorp Investment Services
    Costa Mesa, CA
Other Businesses

1. Lighthouse Advisory Group, LLC; Not investment-related; Laguna Hills, CA; Inactive LLC, formerly business consulting; Owner; 06/2012; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; This is an inactive LLC that was used in the past for business consulting, training, material development, etc. No further services have been provided since January, 2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-28
S66 Uniform Combined State Law Examination 2003-02-24
S63 Uniform Securities Agent State Law Examination 1988-09-08
  • S65 Uniform Investment Adviser Law Examination
    2016-01-28
  • S66 Uniform Combined State Law Examination
    2003-02-24
  • S63 Uniform Securities Agent State Law Examination
    1988-09-08

View on SEC IAPD

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