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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-20 |
Branch Locations
150 South Wacker Drive Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Schaumburg | IL | 03/2017 | 07/2022 |
| Kanaly Trust Services | Houston | TX | 06/2014 | 03/2017 |
| Mercer Global Advisors | Schaumburg | IL | 07/2022 | 07/2022 |
| Bartlett & Co. Wealth Management Llc | Cincinnati | OH | 07/2022 | Present |
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