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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-13 |
| OK | RA | APPROVED | 2022-09-13 |
| OR | RA | APPROVED | 2022-09-13 |
| WA | RA | APPROVED | 2022-09-13 |
| TX | RA | APPROVED | 2016-01-27 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
122 Sw Frank Phillips Boulevard Suite 111, Bartlesville, OK 74003 • United States
100 Tyler Square No.6, Covington, LA 70433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Houston | TX | 08/2015 | 02/2017 |
| Mercer Global Advisors Inc. | Houston | TX | 02/2017 | 04/2018 |
| Mercer Global Advisors Inc. | Houston | TX | 05/2018 | 10/2020 |
| Mercer Global Advisors Inc. | Houston | TX | 10/2020 | 03/2021 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2021 | 03/2024 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2024 | 12/2024 |
| Mercer Global Advisors Inc. | Houston | TX | 04/2026 | Present |
| Mercer Global Advisors Inc. | Houston | TX | 01/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-29 |
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