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Joshua Michael Deforest

Mercer Global Advisors Inc.

Denver, CO

Scottsdale, AZ

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-12-16
MS RA APPROVED 2024-12-03
OK RA APPROVED 2024-12-03
TX RA APPROVED 2024-12-03
WA RA APPROVED 2014-08-18
CA RA APPROVED 2013-10-08
AZ RA APPROVED 2011-03-04
  • NM RA
    APPROVED
    Since 2024-12-16
  • MS RA
    APPROVED
    Since 2024-12-03
  • OK RA
    APPROVED
    Since 2024-12-03
  • TX RA
    APPROVED
    Since 2024-12-03
  • WA RA
    APPROVED
    Since 2014-08-18
  • CA RA
    APPROVED
    Since 2013-10-08
  • AZ RA
    APPROVED
    Since 2011-03-04

Branch Locations

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

7033 East Greenway Parkway Suite 290, Scottsdale, AZ 85254 • 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
Mercer Global Advisors Inc. Bellevue WA 09/2016 11/2020
Mercer Global Advisors Bellevue WA 11/2020 11/2023
Mercer Global Advisors Inc. Scottsdale AZ 11/2023 12/2025
Mercer Global Advisors Inc. Scottsdale AZ 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-02
  • S65 Uniform Investment Adviser Law Examination
    2010-09-02
Designations
Other Names
  • Josh Michael Deforest

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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