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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
9740 Appaloosa Road Suite 150, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | La Jolla | CA | 05/2009 | 01/2020 |
| Epstein And White Financial Llc | San Diego | CA | 01/2020 | 04/2021 |
| Mercer Global Advisors, Inc | San Diego | CA | 04/2021 | 04/2023 |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2025 | 01/2026 |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2026 | Present |
| Mercer Global Advisors Inc. | San Diego | CA | 04/2023 | 01/2025 |
RENTAL PROPERTY POSITION: LANDLORD NATURE: RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 08/16/2014 ADDRESS: 253 10TH AVE #324, SAN DIEGO CA 92101 DESCRIPTION: LANDLORD OF RENTAL PROPERTY. RENTAL PROPERTY POSITION: LANDLORD NATURE: RENTAL PROPERTY INVESTMENT RELATED; NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS 0 START DATE 03/2020 ADDRESS: 716 CAMINO SCARPITTA, ALPINE, CA 91901 DESCRIPTION: LANDLORD OF RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-22 |
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