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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advocates | Houston | TX | 10/2013 | 09/2022 |
| Mercer Global Advisors Inc. | Houston | TX | 02/2023 | 03/2024 |
| Unemployed | Houston | TX | 09/2022 | 02/2023 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2024 | 12/2025 |
| Mercer Global Advisors Inc. | Houston | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-22 |
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