Best Investors Account Sign in
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-09
MD RA APPROVED 2025-12-17
  • TX RA
    APPROVED_RES
    Since 2026-04-09
  • MD RA
    APPROVED
    Since 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

Glass Jacobson Wealth Advisors

10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2007-11-05
  • MD RA
    APPROVED
    Since 2007-11-05

Branch Locations

10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • 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
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
  • 10/2007 → 11/2025
    Glass Jacobson Investment Advisors, Llc
    Owings Mills, MD
  • 01/2012 → 11/2025
    Triad Advisors
    Norcross, GA
  • 12/2025 → Present
    Owings Mills, MD
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-02
  • S65 Uniform Investment Adviser Law Examination
    2007-11-02
Other Names
  • Marina Grobokopatel

View on SEC IAPD

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor