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Lori Marie Fellows

Mercer Global Advisors Inc.

Denver, CO

Westerville, OH

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-07
  • OH RA
    APPROVED
    Since 2022-07-07

Branch Locations

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

600 N. Cleveland Avenue Suite 140, Westerville, OH 43082 • 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
First Ohio Planning, Llc Columbus OH 12/2006 09/2018
Raymond James Financial Services, Inc Columbus OH 10/2018 02/2019
Raymond James Financial Services, Inc Columbus OH 03/2019 09/2020
Gerber, Llc Columbus OH 10/2018 08/2020
Mercer Global Advisors Denver CO 06/2022 03/2024
Unemployed Columbus OH 09/2020 06/2022
Mercer Global Advisors Inc. Denver CO 03/2024 Present
  • 12/2006 → 09/2018
    First Ohio Planning, Llc
    Columbus, OH
  • 10/2018 → 02/2019
    Raymond James Financial Services, Inc
    Columbus, OH
  • 03/2019 → 09/2020
    Raymond James Financial Services, Inc
    Columbus, OH
  • 10/2018 → 08/2020
    Gerber, Llc
    Columbus, OH
  • 06/2022 → 03/2024
    Mercer Global Advisors
    Denver, CO
  • 09/2020 → 06/2022
    Unemployed
    Columbus, OH
  • 03/2024 → Present
    Mercer Global Advisors Inc.
    Denver, CO
Previous Registrations
  • 2018-11-27 → 2020-09-02
    Gerber, Llc
    Columbus, OH
  • 2017-02-19 → 2018-09-20
    First Ohio Planning, Llc
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22
Other Names
  • Lori Marie Fellows
  • Lori Marie Duling

View on SEC IAPD

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