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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-06 |
Branch Locations
100 Pine Street Suite 2150, San Francisco, CA 94111 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | San Francisco | CA | 09/2025 | Present |
| Mercer Global Advisors Inc. | San Diego | CA | 05/2025 | 08/2025 |
| Westmont College | Santa Barbara | CA | 08/2021 | 04/2025 |
| Orange Lutheran's Literary Magazine | Orange | CA | 08/2019 | 05/2020 |
| Orange Lutheran's Literary Magazine | Orange | CA | 08/2020 | 05/2021 |
| High School | Orange | CA | 08/2017 | 05/2021 |
| The Loft | Orange | CA | 05/2022 | 08/2022 |
| Full Circle | Orange | CA | 05/2023 | 08/2023 |
| Galileo Learning | Irvine | CA | 05/2024 | 08/2024 |
| Immigrant Hope | Santa Barbara | CA | 03/2024 | 06/2024 |
| The Gaide Institute | Santa Barbara | CA | 01/2024 | 12/2024 |
| The Phoenix, Student Literary Magazine | Santa Barbara | CA | 05/2024 | 05/2025 |
| Rainbowl Superfoods | Costa Mesa | CA | 05/2018 | 08/2018 |
| Middle School | Orange | CA | 08/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-06 |
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