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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-23 |
| NY | RA | APPROVED | 2024-05-23 |
| LA | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED | 2022-09-21 |
| WA | RA | APPROVED | 2015-04-29 |
| OR | RA | APPROVED | 2015-04-28 |
| NM | RA | APPROVED | 2015-04-27 |
| CA | RA | APPROVED | 2015-04-24 |
| AZ | RA | APPROVED | 2008-12-15 |
Branch Locations
222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Newport Beach | CA | 08/2015 | 09/2020 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-12 |
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