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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2023-08-23 |
| CA | RA | APPROVED | 2014-10-31 |
Branch Locations
222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 01/2018 | 11/2022 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 09/2015 | 12/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 11/2022 | 12/2025 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 01/2026 | Present |
Co-owner and partner of Cameron Asset Management LLC in Santa Barbara, CA since 04/01/2022. Through this property management company, manages online bookings, tenant relations, and bookkeeping for Airbnb rental property. Devotes 15 hours a month (0 hours during trading hours) to this activity. As a co-owner, receives compensation from this activity. The activity is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-31 |
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