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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-27 |
| TX | RA | APPROVED | 2021-04-27 |
Branch Locations
9740 Appaloosa Road Suite 150, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Vista | CA | 03/2016 | 01/2018 |
| Jp Morgan Chase Bank | Vista | CA | 03/2016 | 01/2018 |
| Epstein And White Financial Llc | San Diego | CA | 01/2018 | 04/2021 |
| Epstein And White Retirement Income Solutions, Llc | San Diego | CA | 01/2018 | 04/2021 |
| Mercer Global Advisors, Inc | San Diego | CA | 04/2021 | 04/2023 |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2026 | Present |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2024 | 12/2025 |
| Mercer Global Advisors Inc. | San Diego | CA | 04/2023 | 01/2024 |
Co-owner and landlord of a rental property in Escondido, CA 92025 since 06/01/2020. Devotes 0 hours a month to this activity. Typically, receives compensation from this activity. The activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-28 |
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