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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-25 |
| CA | RA | APPROVED | 2022-09-07 |
| NY | RA | APPROVED | 2021-09-04 |
| ID | RA | APPROVED | 2020-07-21 |
Branch Locations
131 4Th Street East Suite 320, Ketchum, ID 83340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearrock Capital | Ketchum | ID | 06/2007 | 06/2020 |
| Mercer Global Advisors Inc. | Ketchum | ID | 07/2020 | 05/2022 |
| Mercer Global Advisors Inc. | Ketchum | ID | 05/2022 | 09/2023 |
| Mercer Global Advisors Inc. | Ketchum | ID | 01/2026 | Present |
| Mercer Global Advisors Inc. | Ketchum | ID | 09/2023 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-21 |
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