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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-25
  • GA RA
    APPROVED
    Since 2025-09-25

Branch Locations

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Gdh Consulting Atlanta GA 06/2016 01/2017
Lpl Financial, Llc Atlanta GA 01/2017 03/2019
Ifg Advisory, Llc Atlanta GA 01/2017 03/2019
Squire Asset Management, Llc Atlanta GA 01/2017 03/2019
Wells Fargo Clearing Services, Llc Atlanta GA 03/2019 09/2022
Wells Fargo Advisors Financial Network, Llc Peachtree City GA 09/2022 08/2025
Mercer Global Advisors Inc. Atlanta GA 09/2025 Present
Aldridge Private Wealth Management Group Atlanta GA 09/2022 08/2025
Aldridge Private Wealth Management Group Atlanta GA 03/2019 09/2022
Previous Registrations
Other Businesses

1. Badger Holding Company, LLC; Not investment related; Decatur, GA; Holding company; Owner; 10/2022; Less than 1 hour per month; 0 hours per month during securities trading hours; Inactive LLC. 2.Families First; Investment-related; 80 Joseph E. Lowery Boulevard, NW, Atlanta, GA 30314; Non-profit organization that provides support services to families and adolescents; Member of the Finance Committee; 06/2024; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Member of the Finance Committee that reviews the budget and audit each year. 3.Families First; Investment-related; 80 Joseph E. Lowery Boulevard, NW, Atlanta, GA 30314; Non-profit organization that provides support services to families and adolescents; Chair of the Endowment Committee; 01/2023; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; Committee meets with the 3rd party money manager quarterly and receives updates on the endowment.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-06
  • S66 Uniform Combined State Law Examination
    2017-04-06
Designations

View on SEC IAPD

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