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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| CA | RA | APPROVED | 2017-05-18 |
Branch Locations
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Newport Beach | CA | 04/2017 | 03/2019 |
| Duckworth Wealth Advisors, Inc. | Newport Beach | CA | 11/2013 | 03/2017 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 03/2019 | 03/2021 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 03/2021 | 12/2025 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-17 |
| S66 | Uniform Combined State Law Examination | 1998-11-16 |
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