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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-04-07
VA RA APPROVED 2025-03-20
  • DC RA
    APPROVED
    Since 2025-04-07
  • VA RA
    APPROVED
    Since 2025-03-20

Branch Locations

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

8180 Greensboro Drive Suite 1010, Mclean, VA 22102 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 01/2018 05/2021
College Of Charleston Charleston SC 01/2014 05/2017
Wamm Inc. Middletown RI 07/2013 12/2017
Carol Cole Collections Middletown RI 05/2015 09/2017
Cd Marketing Charleston SC 05/2016 06/2017
Poogans Hospitality Group Charleston SC 02/2017 08/2017
Bank Of America, N.A. Lincoln RI 09/2019 05/2021
Mercer Global Advisors Inc. Mclean VA 03/2025 Present
College For Financial Planning New York NY 10/2024 12/2024
Golub Capital New York NY 03/2022 10/2024
C&C Marine Ventures Llc Newport RI 05/2023 10/2024
Guidepoint Global New York NY 06/2021 03/2022
  • 01/2018 → 05/2021
    Lincoln, RI
  • 01/2014 → 05/2017
    College Of Charleston
    Charleston, SC
  • 07/2013 → 12/2017
    Wamm Inc.
    Middletown, RI
  • 05/2015 → 09/2017
    Carol Cole Collections
    Middletown, RI
  • 05/2016 → 06/2017
    Cd Marketing
    Charleston, SC
  • 02/2017 → 08/2017
    Poogans Hospitality Group
    Charleston, SC
  • 09/2019 → 05/2021
    Bank Of America, N.A.
    Lincoln, RI
  • 03/2025 → Present
    Mclean, VA
  • 10/2024 → 12/2024
    College For Financial Planning
    New York, NY
  • 03/2022 → 10/2024
    Golub Capital
    New York, NY
  • 05/2023 → 10/2024
    C&C Marine Ventures Llc
    Newport, RI
  • 06/2021 → 03/2022
    Guidepoint Global
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-10
  • S66 Uniform Combined State Law Examination
    2018-05-10
Designations
Other Names
  • Chad Dickison

View on SEC IAPD

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