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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-14 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
5348 Carroll Canyon Road Suite 200, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | San Diego | CA | 09/2023 | Present |
| Fiduciary Trust International | Radnor | PA | 06/2020 | 08/2023 |
| University Of South Carolina | Columbia | SC | 08/2014 | 05/2018 |
| Pennsylvania Trust Company | Radnor | PA | 07/2018 | 05/2020 |
| The Goat's Beard | Wayne | PA | 06/2017 | 08/2017 |
| University Of South Carolina | Columbia | SC | 09/2015 | 04/2018 |
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