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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-15
  • MN RA
    APPROVED
    Since 2024-11-15

Branch Locations

600 South Highway 169 Suite 1945, Minneapolis, MN 55426 • 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
Waypoint Capital Advisors Minneapolis MN 05/2022 11/2024
Wells Fargo Minneapolis MN 04/2021 04/2022
N/A Minneapolis MN 04/2012 04/2021
Mercer Global Advisors Inc. Minneapolis MN 11/2024 Present
  • 05/2022 → 11/2024
    Waypoint Capital Advisors
    Minneapolis, MN
  • 04/2021 → 04/2022
    Wells Fargo
    Minneapolis, MN
  • 04/2012 → 04/2021
    N/A
    Minneapolis, MN
  • 11/2024 → Present
    Minneapolis, MN
Previous Registrations
  • 2023-09-01 → 2025-01-08
    Waypoint Capital Advisors, Llc
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-01

View on SEC IAPD

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