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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-03 |
Branch Locations
201 West North River Drive Suite 380, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Spokane | WA | 09/2025 | 04/2026 |
| Mercer Global Advisors Inc. | Spokane | WA | 04/2026 | Present |
| Financial Forum | Spokane | WA | 01/2023 | 06/2025 |
| Gonzaga University | Spokane | WA | 09/2019 | 05/2023 |
| Frugals | Spokane | WA | 03/2022 | 05/2022 |
| Holyrood Catholic Cemetary | Shorline | WA | 06/2021 | 08/2021 |
| The Boeing Company | Everett | WA | 04/2019 | 06/2020 |
| The Academy Of Snohomish | Snohomish | WA | 09/2015 | 08/2017 |
| Snohomish Co-Op | Monroe | WA | 09/2017 | 02/2018 |
| Vivomi | Snohomish | WA | 03/2018 | 12/2018 |
| Unemployed | Lake Stevens | WA | 12/2018 | 04/2019 |
1. Whitworth University; Not investment-related; Spokane, WA; University-level teaching; Adjunct Professor of Finance; 02/2026; 10 hours per month; Less than 1 hour per month during securities trading hours; Teaches a financial literacy night class at the university.
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