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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
| AZ | RA | APPROVED | 2018-04-13 |
| NV | RA | APPROVED | 2018-02-06 |
| CA | RA | APPROVED | 2016-01-19 |
Branch Locations
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Newport Beach | CA | 01/2016 | 04/2020 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 04/2020 | 03/2021 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 03/2021 | 01/2023 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 01/2023 | 01/2024 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 01/2024 | 12/2025 |
| Mercer Advisors Inc. | Newport Beach | CA | 01/2026 | Present |
1) CALIFORNIA STATE UNIVERSITY; NON INVESTMENT-RELATED; 800 N STATE COLLEGE BLVD., FULLERTON, CA 92831; EDUCATION; FINANCE PROFESSOR; 12/2021; DEVOTES 10/ HOURS PER MONTH, NONE DURING TRADING; I TEACH A FINANCE CLASS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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