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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-14 |
| CA | RA | APPROVED | 2019-03-12 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 09/2015 | 10/2017 |
| Mercer Global Advisors Inc. | San Diego | CA | 10/2017 | 03/2019 |
| Ubs | San Diego | CA | 03/2019 | Present |
1) Name of Business: The Anza Borrego Foundation./ Address: 587 Palm Canyon Dr Borrego Springs CA United States 92004./ Investment Related: No./ Nature: The anza borrego foundation is essentially the funding entity for the anza borrego national park. Land conservation, education and research./ Role: Member of Board of directors./ Duty: Advise on financial decisions and help an advocate for the state park./ Start Date: 4/1/2023./ Time Required; No.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-17 |
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