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Matthew A Hobson

Mercer Global Advisors Inc.

Bend, OR

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-09-15
  • OR RA
    APPROVED
    Since 2025-09-15

Branch Locations

35 Northwest Hawthorne Avenue, Bend, OR 97703 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Sii Investments, Inc. Bend OR 07/2014 11/2017
United Planners Financial Services Of America Scottsdale AZ 11/2017 02/2020
Sii Investments, Inc. Bend OR 07/2014 11/2017
Eagle Wealth Management Bend OR 06/2014 09/2025
My Legacy Advisors, Llc Bend OR 11/2017 09/2025
Matthew Hobson Independent Insurance Bend OR 09/2010 09/2025
Mercer Global Advisors Inc. Bend OR 09/2025 Present
  • 07/2014 → 11/2017
    Sii Investments, Inc.
    Bend, OR
  • 11/2017 → 02/2020
    United Planners Financial Services Of America
    Scottsdale, AZ
  • 07/2014 → 11/2017
    Sii Investments, Inc.
    Bend, OR
  • 06/2014 → 09/2025
    Eagle Wealth Management
    Bend, OR
  • 11/2017 → 09/2025
    My Legacy Advisors, Llc
    Bend, OR
  • 09/2010 → 09/2025
    Matthew Hobson Independent Insurance
    Bend, OR
  • 09/2025 → Present
    Mercer Global Advisors Inc.
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-19
  • S66 Uniform Combined State Law Examination
    2010-08-19

View on SEC IAPD

Other Firms

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ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

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