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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 2025-11-24
TX RA APPROVED 2025-05-15
  • CO RA
    APPROVED
    Since 2025-11-24
  • TX RA
    APPROVED
    Since 2025-05-15

Branch Locations

5613 Dtc Parkway Suite 650, Greenwood Village, CO 80111 • 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
Lewis Wealth Management, Llc Littleton CO 01/2010 05/2025
Mercer Global Advisors Inc. Greenwood Village CO 05/2025 Present
Previous Registrations
  • 2010-01-22 → 2025-08-26
    Lewis Wealth Management, Llc
    Denver, CO
  • 2006-05-29 → 2011-02-10
    Wagner Wealth Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-26
  • S65 Uniform Investment Adviser Law Examination
    2006-05-26
Designations

View on SEC IAPD

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