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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| CA | RA | APPROVED | 2015-06-04 |
Branch Locations
100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | San Francisco | CA | 09/2015 | 03/2022 |
| Mercer Global Advisors Inc. | San Francisco | CA | 03/2022 | Present |
Covered California; Non-investment related; San Francisco; Health Insurance marketplace that enables individuals and small businesses to purchase private health insurance coverage at federally subsidized rates; Health Insurance Broker; Broker of record for one group policy; 11/01/2020; < 1 hr. per month; 0 hrs.; Receives compensation from her activity as broker for one group policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
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