Best Investors Account Sign in
Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-24
  • NY RA
    APPROVED
    Since 2023-10-24

Branch Locations

375 Woodcliff Drive Suite 1C, Fairport, NY 14450 • 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
Silvo Planning, Llc Baldwinsville NY 05/2020 09/2022
Purenergy Llc Syracuse NY 05/2020 07/2022
John G. Ullman & Associates, Inc. Corning NY 06/2016 05/2020
Mercer Global Advisors Inc. Fairport NY 10/2022 05/2023
Mercer Global Advisors Inc. Fairport NY 05/2023 Present
  • 05/2020 → 09/2022
    Silvo Planning, Llc
    Baldwinsville, NY
  • 05/2020 → 07/2022
    Purenergy Llc
    Syracuse, NY
  • 06/2016 → 05/2020
    John G. Ullman & Associates, Inc.
    Corning, NY
  • 10/2022 → 05/2023
    Fairport, NY
  • 05/2023 → Present
    Fairport, NY
Previous Registrations
  • 2021-11-22 → 2022-11-10
    Silvo Planning Llc
    Baldwinsville, NY
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairport, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor