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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| KS | RA | APPROVED | 2013-07-17 |
| MO | RA | APPROVED | 2013-07-02 |
| IA | RA | APPROVED | 2013-07-01 |
| TX | RA | APPROVED_RES | 2013-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors | Sugar Land | TX | 06/2013 | 05/2017 |
| Mercer Global Advisors Inc. | Omaha | NE | 05/2017 | 07/2017 |
| Mercer Global Advisors Inc. | Omaha | NE | 07/2017 | 07/2018 |
| Mercer Global Advisors Inc. | Omaha | NE | 08/2018 | 03/2022 |
| Mercer Global Advisors Inc. | Omaha | NE | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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