David Hersh Levy

Current Employers

Employment History

• 10/2015 → 03/2020
  Republic Wealth Advisors
  Houston, TX
• 05/2016 → 03/2017
  Partners Solutions
  Woodland, TX
• 01/2020 → 09/2022
  Mercer Global Advisors Inc.
  Houston, TX
• 09/2022 → 03/2023
  Mercer Global Advisors Inc.
  Houston, TX
• 03/2023 → 01/2025
  Mercer Global Advisors Inc.
  Houston, TX
• 01/2026 → Present
  Mercer Global Advisors Inc
  Houston, TX
• 01/2025 → 12/2025
  Mercer Global Advisors Inc.
  Houston, TX

Previous Registrations

• 2006-02-10 → 2020-03-18
  Republic Wealth Advisors
  Houston, TX
  Austin, TX
  Austin, TX

Other Businesses

NAME OF OTHER BUSINESS: D&E VENTURES NOT INVESTMENT RELATED ADDRESS: 4607 Holly Street, Bellaire, TX 77401 (BUSINESS IS VIRTUAL) NATURE OF OTHER BUSINESS: BUY/SELL TICKETS TO SPORTING EVENTS. YOUR POSITION: CO-OWNER/CO-FOUNDER START DATE: 11/2003 APPROX HOURS/MONTH DEVOTED: <1 HOUR DEVOTED DURING SECURITIES TRADING HOURS: N/A DESCRIPTION OF DUTIES: BUY/SELL TICKETS, MARKET RESEARCH Name of business: Jewish National Fund - USA Not investment related Address: 42 E 69th Street, New York, NY 10021 Nature of other business: Non-profit Position: Chair, Boruchin Initiatives Committee of Board of Directors Start Date: 10/01/2022 Hours/month: <5 Hours Hours during securities trading hours: 2 Hours (monthly board meetings) Duties: represent the Board of Directors as the chair of the Boruchin Initiatives Committee Name of business: Hersh Family LLC Investment related Address: 2717 Westbury Circle, Waco, TX 76710 Nature of other business: general partner of family limited partnership Position: member Start Date: 06/01/2018 Hours/month: <2 Hours Hours during securities trading hours: N/A Duties: collaboratively work with other LLC members to oversee assets of my family's family limited partnership

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-09

Designations