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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2018-08-10 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
100 Tyler Square No. 6, Covington, LA 70433 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Houston | TX | 08/2018 | 01/2025 |
| Fidelity Investments | Houston | TX | 05/2014 | 06/2018 |
| Mercer Global Advisors, Inc. | Houston | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-20 |
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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