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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-09 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Martinez | CA | 08/2014 | 11/2018 |
| Provant Health Solutions Llc | East Greenwich | RI | 08/2016 | 11/2018 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 11/2018 | 12/2020 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 12/2020 | 07/2022 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 07/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S66 | Uniform Combined State Law Examination | 2008-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-06 |
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