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David E Workman

Mercer Global Advisors Inc.

Memphis, TN

Louisville, KY

Cincinnati, OH

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-25
IN RA APPROVED 2026-04-24
KY RA APPROVED 2026-04-24
PA RA APPROVED 2026-04-24
OH RA APPROVED 2022-11-01
TX RA APPROVED 2022-10-31
  • TN RA
    APPROVED
    Since 2026-06-25
  • IN RA
    APPROVED
    Since 2026-04-24
  • KY RA
    APPROVED
    Since 2026-04-24
  • PA RA
    APPROVED
    Since 2026-04-24
  • OH RA
    APPROVED
    Since 2022-11-01
  • TX RA
    APPROVED
    Since 2022-10-31

Branch Locations

1053 W Rex Rd Suite 102, Memphis, TN 38119 • United States

6440 Butchmans Parkway Suite 201, Louisville, KY 40205 • United States

9200 Montgomery Road, Cincinnati, OH 45242 • 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
The Asset Advisory Group, Inc. Cincinnati OH 08/2008 10/2022
Mercer Global Advisors Inc. Cincinnati OH 10/2022 09/2024
Mercer Global Advisors Inc. Cincinatti OH 09/2024 12/2025
Mercer Global Advisors Inc. Cincinnati OH 01/2026 Present
Previous Registrations
  • 2014-01-09 → 2023-01-03
    Asset Advisory Group Inc
    Cincinnati, OH
Designations
Other Names
  • David E Workman Ii

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
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