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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-09 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
901 S Mopac Expressway Barton Oaks Plaza Ii, Ste 270, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Life Advisors | San Antonio | TX | 05/2016 | 03/2021 |
| Mercer Global Advisors | Austin | TX | 05/2021 | 09/2022 |
| Mercer Global Advisors Inc. | Austin | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-21 |
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