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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-09 |
| AZ | RA | APPROVED | 2021-05-13 |
Branch Locations
7033 East Greenway Parkway Suite 290, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rowland Carmichael Advisors, Inc. | Scottsdale | AZ | 10/2007 | 12/2020 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 01/2021 | 12/2025 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 10/2021 | 12/2025 |
| Mercer Global Advisors Inc. | Scottsdale | AZ | 01/2026 | Present |
1. Jaron D. Carmichael, CPA; ADV Category: Accountant & Accounting firm; Is the advisory affiliate principal control person: Yes; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location of the business: 21125 E Twin Acres Dr.; Description of the business: Tax preparation services; Position Title: Owner/CPA/Tax Preparer; Responsibilities Duties: Prepare and file tax returns; Start date with business: 2008-03-11; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 0.005; Will an IRS form for income earned be received: No.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-08 |
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