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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 | 2019-08-14 |
Branch Locations
222 East Carillo Street Suite 400, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 06/2019 | 08/2019 |
| Creative Solutions Group | Clawson | MI | 10/2017 | 06/2019 |
| Shepard'S Hollow Golf Club | Clarkston | MI | 08/2017 | 10/2017 |
| Sanford Health | Fargo | ND | 05/2016 | 06/2017 |
| Banana Republic | Rochester Hills | MI | 01/2016 | 05/2017 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-14 |
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