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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Boca Raton | FL | 03/2022 | 03/2023 |
| Precise International | New York | NY | 07/2017 | 07/2018 |
| St Francis College | Brooklyn | NY | 08/2015 | 05/2017 |
| Mercer Global Advisors Inc. | Boca Raton | FL | 09/2021 | 03/2022 |
| Mercer Global Advisors Inc. | Boca Raton | FL | 12/2019 | 09/2021 |
| Adam Financial Associates | Boca Raton | FL | 08/2018 | 12/2019 |
| Mercer Global Advisors Inc. | Boca Raton | FL | 03/2023 | 06/2025 |
| Compound Planning, Inc. | New York | NY | 06/2025 | Present |
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