Best Investors Account Sign in
Inactive

Patrick Moody

Mercer Global Advisors Inc.

Atlanta, GA

Denver, CO

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-03
  • GA RA
    APPROVED
    Since 2025-09-03

Branch Locations

5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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
Mercer Global Advisors Inc. Atlanta GA 06/2024 07/2026
Mercer Global Advisors Inc. Atlanta GA 11/2022 05/2024
Carynhealth Roswell GA 08/2022 11/2022
Carynhealth Roswell GA 06/2021 08/2022
Dawson County High School Dawsonville GA 08/2014 05/2017
Idm Global Holdings Athens GA 09/2019 05/2020
Carynhealth Roswell GA 06/2020 06/2021
The University Of Georgia Athens GA 08/2017 12/2021
Mercer Global Advisors Inc. Atlanta GA 07/2026 Present
  • 06/2024 → 07/2026
    Mercer Global Advisors Inc.
    Atlanta, GA
  • 11/2022 → 05/2024
    Mercer Global Advisors Inc.
    Atlanta, GA
  • 08/2022 → 11/2022
    Carynhealth
    Roswell, GA
  • 06/2021 → 08/2022
    Carynhealth
    Roswell, GA
  • 08/2014 → 05/2017
    Dawson County High School
    Dawsonville, GA
  • 09/2019 → 05/2020
    Idm Global Holdings
    Athens, GA
  • 06/2020 → 06/2021
    Carynhealth
    Roswell, GA
  • 08/2017 → 12/2021
    The University Of Georgia
    Athens, GA
  • 07/2026 → Present
    Mercer Global Advisors Inc.
    Atlanta, GA
Designations

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor