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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-03 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
303 International Circle Suite 430, Hunt Valley, MD 21030 • 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
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 |
|---|---|---|---|---|
| Tufton Capital Management | Hunt Valley | MD | 02/2016 | 05/2025 |
| Mercer Global Advisors Inc. | Hunt Valley | MD | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-12 |
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