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Adam Bashir Govani

Mercer Global Advisors Inc.

Denver, CO

Menlo Park, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

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

873 Santa Cruz Avenue Suite 206, Menlo Park, CA 94025 • 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
Waddell & Reed Inc Sacramento CA 04/2016 08/2017
Unemployed Woodland CA 03/2016 09/2016
Cambridge Investment Research, Inc. Fairfield IA 08/2017 01/2019
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2017 01/2019
Summitry, Llc (Fka Golub Group, Llc) San Mateo CA 01/2019 09/2023
Conquis Financial Llc Millbrae CA 09/2023 01/2025
Mercer Global Advisors Inc. Menlo Park CA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2016-09-01
Designations

View on SEC IAPD

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