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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
100 Pine Street Suite 2125, San Francisco, CA 94111 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regis Acquisition Inc. | San Francisco | CA | 12/2022 | 03/2024 |
| Regis Management Company, Llc | San Francisco | CA | 01/2015 | 11/2022 |
| Regis Acquisition Inc. | San Francisco | CA | 03/2024 | 07/2024 |
| Mercer Global Advisors Inc. | San Francisco | CA | 07/2024 | 12/2025 |
| Mercer Global Advisors Inc. | San Francisco | CA | 01/2026 | Present |
1. Regis Management Company, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Predecessor management company entity prior to sale to Mercer Advisors; Member; 10/2011; 1 hr. per month; 0 hrs. during trading hours. 2. Regis-Fubo LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Member and Manager in role as Member of Regis Management Company, LLC; 09/2016; <2 hours per year; 0 hrs. during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
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