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Colton Martinez Petty

Mercer Global Advisors Inc.

Newport Beach, CA

Denver, CO

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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 2021-03-24
  • CA RA
    APPROVED
    Since 2021-03-24

Branch Locations

620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • 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
Michael Jacob Irvine CA 01/2017 02/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2016 01/2017
Kevin Dupree Irvine CA 01/2017 02/2021
Northwestern Mutual Investment Services, Llc Irvine CA 08/2017 02/2021
Matthew Farrell Irvine CA 11/2017 02/2021
Patrick J Stoll Irvine CA 05/2019 02/2021
Timothy J Molnar Irvine CA 05/2019 02/2021
Mercer Global Advisors Inc. Irvine CA 03/2021 01/2024
Mercer Global Advisors Inc. Newport Beach CA 01/2024 Present
  • 01/2017 → 02/2021
    Michael Jacob
    Irvine, CA
  • 06/2016 → 01/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2017 → 02/2021
    Kevin Dupree
    Irvine, CA
  • 08/2017 → 02/2021
    Northwestern Mutual Investment Services, Llc
    Irvine, CA
  • 11/2017 → 02/2021
    Matthew Farrell
    Irvine, CA
  • 05/2019 → 02/2021
    Patrick J Stoll
    Irvine, CA
  • 05/2019 → 02/2021
    Timothy J Molnar
    Irvine, CA
  • 03/2021 → 01/2024
    Mercer Global Advisors Inc.
    Irvine, CA
  • 01/2024 → Present
    Mercer Global Advisors Inc.
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-27
  • S66 Uniform Combined State Law Examination
    2018-01-27
Designations

View on SEC IAPD

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