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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-08-23
NM RA APPROVED 2022-09-14
TX RA APPROVED 2022-09-13
CO RA APPROVED 2018-02-08
WA RA APPROVED 2018-02-08
CA RA APPROVED 2013-10-09
AZ RA APPROVED 2008-07-30
  • NE RA
    APPROVED
    Since 2023-08-23
  • NM RA
    APPROVED
    Since 2022-09-14
  • TX RA
    APPROVED
    Since 2022-09-13
  • CO RA
    APPROVED
    Since 2018-02-08
  • WA RA
    APPROVED
    Since 2018-02-08
  • CA RA
    APPROVED
    Since 2013-10-09
  • AZ RA
    APPROVED
    Since 2008-07-30

Branch Locations

620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • 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
Mercer Global Advisors Inc. Newport Beach CA 09/2015 07/2018
Mercer Global Advisors Inc. Newport Beach CA 07/2018 10/2020
Mercer Global Advisors Inc. Newport Beach CA 10/2020 11/2023
Mercer Global Advisors Inc. Newport Beach CA 01/2026 Present
Mercer Global Advisors Inc. Newport Beach CA 11/2023 12/2025
Previous Registrations
  • 2005-07-14 → 2008-06-26
    Mercer Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-07
  • S65 Uniform Investment Adviser Law Examination
    2005-07-07
Designations

View on SEC IAPD

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