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Kaz Woodward

Mercer Global Advisors Inc.

Springfield, MO

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-07-14
IA RA APPROVED 2025-01-14
LA RA APPROVED 2023-08-23
TX RA APPROVED 2023-08-23
AR RA APPROVED 2022-06-17
MO RA APPROVED 2022-06-17
  • KS RA
    APPROVED
    Since 2025-07-14
  • IA RA
    APPROVED
    Since 2025-01-14
  • LA RA
    APPROVED
    Since 2023-08-23
  • TX RA
    APPROVED
    Since 2023-08-23
  • AR RA
    APPROVED
    Since 2022-06-17
  • MO RA
    APPROVED
    Since 2022-06-17

Branch Locations

1256 E Kingsley St, Springfield, MO 65804 • 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
OrganizationCityStateFromTo
The Track Branson MO 05/2015 08/2018
New York Life Springfield MO 12/2016 06/2018
Ez Drop Springfield MO 05/2016 06/2018
Federated Insurance Joplin MO 06/2018 08/2019
Heim, Young & Associates, Inc. Springfield MO 08/2019 08/2023
Hya Advisors, Inc. Springfield MO 08/2019 05/2022
Mercer Global Advisors Inc. Springfield MO 05/2022 03/2023
Mercer Global Advisors Inc. Springfield MO 03/2023 09/2023
Mercer Global Advisors Inc. Springfield MO 03/2024 Present
Mercer Global Advisors Inc. Springfield MO 09/2023 03/2024
  • 05/2015 → 08/2018
    The Track
    Branson, MO
  • 12/2016 → 06/2018
    New York Life
    Springfield, MO
  • 05/2016 → 06/2018
    Ez Drop
    Springfield, MO
  • 06/2018 → 08/2019
    Federated Insurance
    Joplin, MO
  • 08/2019 → 08/2023
    Heim, Young & Associates, Inc.
    Springfield, MO
  • 08/2019 → 05/2022
    Hya Advisors, Inc.
    Springfield, MO
  • 05/2022 → 03/2023
    Mercer Global Advisors Inc.
    Springfield, MO
  • 03/2023 → 09/2023
    Mercer Global Advisors Inc.
    Springfield, MO
  • 03/2024 → Present
    Mercer Global Advisors Inc.
    Springfield, MO
  • 09/2023 → 03/2024
    Mercer Global Advisors Inc.
    Springfield, MO
Previous Registrations
  • 2020-08-05 → 2022-09-26
    Hya Advisors, Inc
    Springfield, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
  • S66 Uniform Combined State Law Examination
    2020-05-29
Designations

View on SEC IAPD

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