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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-20 |
Branch Locations
303 International Circle Suite 430, Hunt Valley, MD 21030 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
303 International Circle Suite 430, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-13 |
Branch Locations
303 International Circle Suite 430, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tufton Capital Management | Hunt Valley | MD | 02/2016 | 05/2025 |
| Mercer Global Advisors Inc. | Hunt Valley | MD | 05/2025 | Present |
1. Client Trust; Investment-related; 303 International Circle, Suite 430, Hunt Valley, MD 21030; Trust; Co-Trustee; 05/2015; 1-2 hrs. per month; Less than 1 hour during trading hours; Act as intermediary between the Co-Trustee, Portfolio Manager for the Trust, and the Trust Beneficiaries.
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