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Adam F Oliver

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 2024-01-11
NE RA APPROVED 2024-01-11
  • CO RA
    APPROVED
    Since 2024-01-11
  • NE RA
    APPROVED
    Since 2024-01-11

Branch Locations

4600 South Ulster Street 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
Transitions Wealth Management, Llc Denver CO 10/2021 12/2023
First Western Trust Denver CO 04/2021 09/2021
Dr. David Robinson Institute Of Jewish Heritage - Yeshiva Jerusalem 06/2018 03/2021
Bmo Harris Bank Minneapolis MN 03/2016 06/2018
Mercer Global Advisors Inc. Denver CO 01/2024 Present
  • 10/2021 → 12/2023
    Transitions Wealth Management, Llc
    Denver, CO
  • 04/2021 → 09/2021
    First Western Trust
    Denver, CO
  • 06/2018 → 03/2021
    Dr. David Robinson Institute Of Jewish Heritage - Yeshiva
    Jerusalem
  • 03/2016 → 06/2018
    Bmo Harris Bank
    Minneapolis, MN
  • 01/2024 → Present
    Mercer Global Advisors Inc.
    Denver, CO
Previous Registrations
  • 2021-11-10 → 2024-08-09
    Transitions Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-25
  • S65 Uniform Investment Adviser Law Examination
    2021-02-25
Designations

View on SEC IAPD

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