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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
Branch Locations
5348 Carroll Canyon Rd. Suite 200, San Diego, CA 92121 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | San Diego | CA | 04/2018 | 08/2018 |
| Bank Of America | San Diego | CA | 06/2017 | 03/2018 |
| San Diego State University | San Diego | CA | 08/2015 | 05/2017 |
| Mercer Global Advisors Inc | San Diego | CA | 08/2018 | 03/2022 |
| Mercer Global Advisors Inc. | San Diego | CA | 04/2025 | 07/2025 |
| Mercer Global Advisors Inc. | San Diego | CA | 03/2022 | 09/2023 |
| Mercer Global Advisors Inc. | San Dego | CA | 09/2023 | 03/2024 |
| Mercer Global Advisors Inc. | San Deigo | CA | 03/2024 | 03/2025 |
| Mercer Global Adivosrs Inc. | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-30 |
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