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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-07 |
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