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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| MD | RA | APPROVED | 2025-12-17 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
10055 Red Run Blvd. Suite 160, Owings Mills, MD 21117 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2007-11-05 |
Branch Locations
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glass Jacobson Investment Advisors, Llc | Owings Mills | MD | 10/2007 | 11/2025 |
| Triad Advisors | Norcross | GA | 01/2012 | 11/2025 |
| Mercer Global Advisors Inc. | Owings Mills | MD | 12/2025 | Present |
1) Rentals; non investment related; Owings Mills, MD 21117; Landlord;10/2001; Devote less than an hour to this business, none during trading; College rent, pay bills and other administrative duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-02 |
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