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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Tiaa | Oakland | CA | 10/2004 | 12/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Oakland | CA | 10/2004 | 12/2020 |
| Mercer Global Advisors Inc. | Walnut Creek | CA | 11/2024 | 12/2025 |
| Self-Employed | Oakland | CA | 05/2021 | 11/2024 |
| Unemployed | Oakland | CA | 12/2020 | 04/2021 |
| Mercer Global Advisors Inc. | Walnut Creek | CA | 01/2026 | Present |
1. Parks California; Investment-related; 901 H Street, Suite 120, #294, Sacramento, CA 95814; Nonprofit organization established to support and enhance California's state park system; Member of the Finance Committee; 02/01/2024; Less than 1 hour per month; Less than 1 hour per month during trading hours; Sits on the Finance Committee of the Board of Directors, reviews various financial documents annually, and advises the board on related financial matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
| S66 | Uniform Combined State Law Examination | 2003-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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