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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-22 |
| LA | RA | APPROVED | 2021-01-04 |
| TX | RA | APPROVED | 2020-12-23 |
Branch Locations
5555 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kays Financial Advisory Corp | Atlanta | GA | 05/2012 | 12/2020 |
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2020 | 06/2021 |
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2021 | 03/2023 |
| Mercer Global Advisors Inc. | Atlanta | GA | 07/2021 | 12/2021 |
| Mercer Global Advisors Inc. | Atlanta | GA | 03/2023 | 03/2026 |
| Mercer Global Advisors Inc. | Atlanta | GA | 04/2026 | Present |
Owner of Castlemark Designs, LLC in Woodstock, GA since 01/01/2020. Creates and sells woodworking products. Devotes 8 hours a month (0 hours during trading hours) to this activity and receives compensation. The activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-08 |
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