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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2020-02-13 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Houston Asset Management | Houston | TX | 08/2010 | 08/2018 |
| Shane Fruge | The Woodlands | TX | 08/2018 | 12/2019 |
| Jennifer Steil | The Woodlands | TX | 08/2018 | 12/2019 |
| Northwestern Mutual Investment Services Llc | The Woodlands | TX | 08/2018 | 12/2019 |
| Mercer Global Advisors Inc. | Houston | TX | 01/2020 | 06/2022 |
| Mercer Global Advisors | Houston | TX | 03/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-23 |
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