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233 South Wacker Drive Suite 1800, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2024-10-15 |
Branch Locations
151 West Fourth Street Suite 500B, Cincinnati, OH 45202 • United States
233 South Wacker Drive Suite 1800, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Investments, Llc | Pittsburgh | PA | 07/2016 | 08/2022 |
| Mgi Funds Distributors, Llc | Cincinnati | OH | 01/2020 | 08/2022 |
| Kestra Investment Services, Llc | Cincinnati | OH | 08/2022 | 09/2023 |
| Kestra Advisory Services, Llc | Cincinnati | OH | 03/2023 | 09/2023 |
| Towers Watson Investment Services, Inc. | Cincinnati | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
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