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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-09
FL RA APPROVED 2024-03-07
NH RA APPROVED 2023-12-06
TX RA APPROVED 2023-12-06
  • OH RA
    APPROVED
    Since 2025-06-09
  • FL RA
    APPROVED
    Since 2024-03-07
  • NH RA
    APPROVED
    Since 2023-12-06
  • TX RA
    APPROVED
    Since 2023-12-06

Branch Locations

822 North A1A Highway Suite 206, Ponte Vedra Beach, FL 32082 • 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
Commonwealth Financial Network Waltham MA 09/2015 10/2016
Mellen Money Management, Llc Columbus OH 10/2016 01/2021
Paragon Wealth Strategies, Llc Jacksonville FL 10/2020 11/2023
Mercer Global Advisors Jacksonville FL 12/2023 12/2025
Mercer Global Advisors Inc. Ponte Vedra Beach FL 01/2026 Present
  • 09/2015 → 10/2016
    Waltham, MA
  • 10/2016 → 01/2021
    Mellen Money Management, Llc
    Columbus, OH
  • 10/2020 → 11/2023
    Paragon Wealth Strategies, Llc
    Jacksonville, FL
  • 12/2023 → 12/2025
    Mercer Global Advisors
    Jacksonville, FL
  • 01/2026 → Present
    Ponte Vedra Beach, FL
Previous Registrations
  • 2020-10-16 → 2024-03-06
    Paragon Wealth Strategies, Llc.
    Jacksonville, FL
  • 2016-11-09 → 2021-03-14
    Mellen Money Management Llc
    Ponte Vedra, FL
    Ponte Vedra Beach, FL
    Columbus, OH
  • 2015-09-28 → 2016-10-18
    Powell, OH
  • 2009-06-15 → 2015-10-14
    Dublin, OH
    Columbus, OH
    Dublin, OH
  • 2008-01-01 → 2009-04-15
    Columbus, OH
  • 2007-09-26 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    St. Louis, MO
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-23
  • S66 Uniform Combined State Law Examination
    2007-10-23
Designations

View on SEC IAPD

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