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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
11455 El Camino Real Suite 480, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uc San Diego | San Diego | CA | 09/2015 | 08/2017 |
| Nordstrom Rack | San Diego | CA | 11/2016 | 08/2017 |
| Proven Staffing | San Diego | CA | 08/2017 | 12/2017 |
| Mercer Global Advisors Inc | San Diego | CA | 01/2018 | 06/2018 |
| Mercer Global Advisors Inc. | San Diego | CA | 07/2018 | 03/2020 |
| Mercer Global Advisors Inc | San Diego | CA | 03/2020 | 04/2021 |
| Mercer Global Advisors Inc. | San Diego | CA | 04/2021 | 03/2022 |
| Mercer Global Advisors Inc. | San Diego | CA | 03/2022 | 03/2023 |
| Mercer Global Advisors Inc. | San Diego | CA | 03/2023 | 03/2025 |
| Mariner | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
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