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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 2025-11-25
  • CA RA
    APPROVED
    Since 2025-11-25

Branch Locations

5348 Carroll Canyon Rd. Suite 200, San Diego, CA 92121 • 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
Singer, Burke, Zimmer & Kogan Encino CA 06/2019 01/2024
Us Navy San Diego CA 07/1998 Present
Reach Air Medical Services Sacramento CA 04/2017 04/2019
Sb Capital Management, Inc. Encino CA 01/2020 01/2024
Glideslope Wealth Management, Llc West Hollywood CA 11/2023 Present
Mercer Global Advisors Inc. San Diego CA 11/2025 Present
Singer Burke Zimmer & Kogan, Llc Encino CA 01/2020 11/2025
Level Horizon Financial Services San Diego CA 10/2025 11/2025
  • 06/2019 → 01/2024
    Singer, Burke, Zimmer & Kogan
    Encino, CA
  • 07/1998 → Present
    Us Navy
    San Diego, CA
  • 04/2017 → 04/2019
    Reach Air Medical Services
    Sacramento, CA
  • 01/2020 → 01/2024
    Sb Capital Management, Inc.
    Encino, CA
  • 11/2023 → Present
    Glideslope Wealth Management, Llc
    West Hollywood, CA
  • 11/2025 → Present
    San Diego, CA
  • 01/2020 → 11/2025
    Singer Burke Zimmer & Kogan, Llc
    Encino, CA
  • 10/2025 → 11/2025
    Level Horizon Financial Services
    San Diego, CA
Previous Registrations
Other Businesses

1) US NAVY RESERVE; NON INVESTMENT RELATED; POINT LOMA NAVAL BASE, SAN DIEGO, CA; LEADER OF OPERATIONS AND PLANNING DEVELOPMENT; 06/2022; DEVOTES 16 HOURS TO THIS ACTIVITY PER MONTH, NONE DURING TRADING; OFFICER SERVING IN THE US NAVAL RESERVE. 2) GLIDESLOPE WEALTH MANAGEMENT; INVESTMENT RELATED;3011 OLIVE STREET, SAN DIEGO, CA 92104; CEO AND ADVISOR; 01/2024; DEVOTES 40+ HOURS TO THIS ACTIVITY PER MONTH, 4 HOURS DURING TRADING. SOLO RIA SERVING AVIATORS AND MILITARY VETERANS. CLIENTS WILL BE TRANSITIONED TO MERCER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-15
  • S65 Uniform Investment Adviser Law Examination
    2021-05-15
Designations

View on SEC IAPD

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