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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-17
  • MI RA
    APPROVED
    Since 2024-09-17

Branch Locations

590 West Centre Avenue, Portage, MI 49024 • 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
Michigan State University East Lansing MI 09/2016 05/2020
Lana's Boutique Kalamazoo MI 12/2016 05/2020
Sanford Advisory Services Portage MI 01/2021 05/2022
Lana's Boutique Kalamazoo MI 05/2020 12/2020
Mercer Global Advisors Inc. Portage MI 05/2022 03/2024
Mercer Global Advisors Inc. Portage MI 03/2024 Present
  • 09/2016 → 05/2020
    Michigan State University
    East Lansing, MI
  • 12/2016 → 05/2020
    Lana's Boutique
    Kalamazoo, MI
  • 01/2021 → 05/2022
    Sanford Advisory Services
    Portage, MI
  • 05/2020 → 12/2020
    Lana's Boutique
    Kalamazoo, MI
  • 05/2022 → 03/2024
    Portage, MI
  • 03/2024 → Present
    Portage, MI
Previous Registrations
  • 2021-05-17 → 2023-07-05
    Sanford Advisory
    Portage, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2021-05-17

View on SEC IAPD

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