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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-10 |
| MA | RA | APPROVED | 2025-03-07 |
| LA | RA | APPROVED | 2023-08-23 |
| CT | RA | APPROVED | 2023-03-01 |
| DE | RA | APPROVED | 2023-03-01 |
| PA | RA | APPROVED | 2023-03-01 |
| NY | RA | APPROVED | 2021-08-31 |
| CO | RA | APPROVED | 2019-07-02 |
Branch Locations
923 Haddonfield Road Suite 300 , Cherry Hill , NJ 08002 • United States
99 Derby Street Suite 200 (Office 216), Hingham, MA 02043 • United States
100 West Matsonford Road Suite 4-200, Radnor, PA 19087 • United States
15 North Main Street Suite 1000, West Hartford , CT 06107 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
122 East 42Nd Street Suite 2805, New York, NY 10168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traust Sollus Wealth Management, Llc | Princeton | NJ | 04/2010 | 04/2018 |
| Mercer Global Advisors Inc. | Princeton | NJ | 04/2018 | 03/2020 |
| Mercer Global Advisors, Inc | New York | NY | 03/2020 | 06/2021 |
| Mercer Global Advisors Inc | New York | NY | 06/2021 | 12/2025 |
| Mercer Global Advisors Inc. | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-08 |
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