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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2023-08-21
LA RA APPROVED 2023-08-17
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2023-08-21
  • LA RA
    APPROVED
    Since 2023-08-17

Branch Locations

235 Montgomery Street Suite 1020, San Francisco, CA 94104 • United States

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc. San Francisco CA 05/2015 07/2017
Mercer Global Advisors Inc. San Francisco CA 07/2017 07/2018
Mercer Global Advisors Inc. San Francisco CA 08/2018 01/2021
Mercer Global Advisors Inc. San Francisco CA 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-14
  • S66 Uniform Combined State Law Examination
    2007-05-14
Designations

View on SEC IAPD

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