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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-16 |
Branch Locations
5555 San Felipe Street, Suite 200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Business Consultants | Austin | TX | 01/2013 | 02/2017 |
| Kanaly Trust | Houston | TX | 02/2017 | 04/2017 |
| Mercer Global Advisors, Inc | Houston | TX | 04/2017 | 04/2020 |
| Mercer Global Advisors Inc. | Houston | TX | 04/2020 | 03/2021 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2021 | 03/2022 |
| Mercer Global Advisors Inc. | Houston | TX | 03/2022 | Present |
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