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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-21 |
| CA | RA | APPROVED | 2022-11-18 |
| HI | RA | APPROVED | 2019-01-25 |
Branch Locations
33 Lono Avenue Suite 390, Kahului, HI 96732 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial & Investment Management Group, Ltd. | Kahului | HI | 02/1997 | 12/2018 |
| Mercer Global Advisors Inc. | Kahului | HI | 12/2018 | 04/2025 |
| Mercer Global Advisors Inc. | Kahului | HI | 04/2025 | Present |
1. Keawala'i Congregational Church; Not investment-related; 5300 Makena Road, Kihei, HI 96753; Church; Secretary; 02/01/2025; 2 hours per month, none during trading; Duties include: Taking meeting notes and voting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-12 |
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