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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2017-06-06 |
Branch Locations
5555 San Felipe Street, Suite 200, Houston, TX 77056 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kanaly Trust | Houston | TX | 07/2005 | 04/2017 |
| Mercer Global Advisors, Inc | Houston | TX | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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