Inactive

Colin Jon Watkins

Mercer Global Advisors Inc.

Minneapolis, MN

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Current Employers

Mercer Global Advisors Inc.

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-11-13

MN RA
APPROVED

Since 2024-11-13

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

Organization	City	State	From	To
Viaforte, Inc.	Bloomington	MN	05/2013	05/2016
M Holdings Securities, Inc.	Portland	OR	06/2014	06/2016
Carlson Capital Management	Bloomington	MN	06/2016	09/2018
Waypoint Capital Advisors Llc	Minneapolis	MN	10/2018	11/2024
Waypoint Capital Advisors	Minneapolis	MN	10/2018	11/2024
Mercer Global Advisors Inc.	Minneapolis	MN	11/2024	Present

05/2013 → 05/2016

Viaforte, Inc.

Bloomington, MN
06/2014 → 06/2016

M Holdings Securities, Inc.

Portland, OR
06/2016 → 09/2018

Carlson Capital Management

Bloomington, MN
10/2018 → 11/2024

Waypoint Capital Advisors Llc

Minneapolis, MN
10/2018 → 11/2024

Waypoint Capital Advisors

Minneapolis, MN
11/2024 → Present

Mercer Global Advisors Inc.

Minneapolis, MN

Previous Registrations

2018-10-06 → 2025-01-08

Waypoint Capital Advisors, Llc

Minneapolis, MN
2016-06-13 → 2018-10-12

Carlson Capital Management, Llc

Bloomington, MN

Northfield, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-14

S66 Uniform Combined State Law Examination

2014-07-14

Designations

View on SEC IAPD

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