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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-15 |
| NH | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
Two International Drive Suite 325, Portsmouth, NH 03801 • 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 |
|---|---|---|---|---|
| Charter Oak Capital Management | Kennebunk | ME | 08/2006 | 04/2026 |
| Mercer Global Advisors Inc. | Portsmouth | NH | 04/2026 | Present |
1. Trustee for a private trust; Investment-related; Portsmouth, NH; Trustee for a private trust; Trustee; 06/2011; 1 hour per month; 1 hour per month during securities trading hours; Oversee the third party that manages the investments of the funds and file an annual accounting with the NH Probate Division. 2.Southeast Land Trust of New Hampshire; Investment-related; Epping, NH; Land conservation; Board Member, Chair of Finance Committee and Chair of Investment Committee; 04/2005; 6 hours per month; 2 hours per month during securities trading hours; Serve as a board member, Chair of the Finance Committee and Investment Committee, provide recommendations on asset allocation of the investment accounts and orchestrate meetings as Chairman.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-06 |
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