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Frances Smith

Mercer Global Advisors Inc.

Bellevue, WA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
WA RA APPROVED 2014-12-16
  • TX RA
    APPROVED
    Since 2023-08-23
  • WA RA
    APPROVED
    Since 2014-12-16

Branch Locations

10655 Northeast 4Th Street Suite 810, Bellevue, WA 98004 • 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
Mercer Global Advisors Inc. Bellevue WA 09/2015 12/2017
Mercer Global Advisors Inc. Bellevue WA 12/2017 03/2020
Mercer Global Advisors Inc. Bellevue WA 03/2020 04/2020
Mercer Global Advisors Inc. Bellevue WA 04/2020 01/2024
Mercer Global Advisors Inc. Bellevue WA 01/2024 12/2025
Mercer Global Advisors Inc. Bellevue WA 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-16
  • S65 Uniform Investment Adviser Law Examination
    2014-12-16
Designations

View on SEC IAPD

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