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Charles Bradford Wetmore

Mercer Global Advisors Inc.

Denver, CO

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-01-10
LA RA APPROVED 2024-01-10
NE RA APPROVED 2024-01-10
NH RA APPROVED 2024-01-10
TX RA APPROVED 2024-01-10
  • CO RA
    APPROVED
    Since 2024-01-10
  • LA RA
    APPROVED
    Since 2024-01-10
  • NE RA
    APPROVED
    Since 2024-01-10
  • NH RA
    APPROVED
    Since 2024-01-10
  • TX RA
    APPROVED
    Since 2024-01-10

Branch Locations

4600 S Ulster St Suite 1050, Denver, CO 80237 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Charles Schwab & Co., Inc. Lone Tree CO 02/2014 09/2017
Transitions Wealth Management, Llc Denver CO 09/2017 12/2023
Mercer Global Advisors Inc. Denver CO 01/2024 03/2024
Mercer Global Advisors Inc. Denver CO 03/2024 Present
Previous Registrations
  • 2018-10-18 → 2024-08-09
    Transitions Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-18
S63 Uniform Securities Agent State Law Examination 2014-08-04
  • S65 Uniform Investment Adviser Law Examination
    2018-10-18
  • S63 Uniform Securities Agent State Law Examination
    2014-08-04
Designations
Other Names
  • Charles Wetmore

View on SEC IAPD

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