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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-18 |
| OK | RA | APPROVED | 2025-06-02 |
| IL | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED_RES | 2024-11-12 |
Branch Locations
8117 Preston Road #700, Dallas, TX 75225 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Dallas | TX | 11/2024 | 12/2025 |
| Pnc Private Bank | St. Louis | MO | 03/2015 | 11/2024 |
| Mercer Global Advisors Inc. | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-22 |
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