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Timothy Harold Kallas

Mercer Global Advisors Inc.

Walnut Creek, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-29
  • CA RA
    APPROVED
    Since 2020-01-29

Branch Locations

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • 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
Golub Group, Llc San Mateo CA 04/2019 10/2019
Unemployed Corte Madera CA 04/2013 03/2019
Mercer Global Advisors Inc. San Francisco CA 01/2020 Present
  • 04/2019 → 10/2019
    Golub Group, Llc
    San Mateo, CA
  • 04/2013 → 03/2019
    Unemployed
    Corte Madera, CA
  • 01/2020 → Present
    Mercer Global Advisors Inc.
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-11
S63 Uniform Securities Agent State Law Examination 1994-03-04
  • S65 Uniform Investment Adviser Law Examination
    2019-03-11
  • S63 Uniform Securities Agent State Law Examination
    1994-03-04

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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