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6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Civale, Silvestri, Alfieri, Martin & Higgins, Llc | Mercerville | NJ | 10/1995 | 01/2023 |
| Raymond James Financial Services, Inc. | Mercerville | NJ | 10/2000 | 12/2024 |
| Sam Investments Llc | Mercerville | NJ | 08/2010 | 01/2024 |
| Hamilton Mercer Advisors, Llc | Mercerville | NJ | 01/2023 | Present |
| Platform Wealth Advisors | Holladay | UT | 12/2024 | Present |
Name of Business: Hamilton Mercer Advisors, LLC Address: 1540 Kuser Rd Ste A4, Mercerville, NJ, 08619-3828, United States Activity Type: Accounting/CPA Position/Title: Principal & CPA Investment Related: No Start Date: 01/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Accounting and tax services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-14 |
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