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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-28
  • CT RA
    APPROVED
    Since 2026-04-28

Branch Locations

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

Hamden, CT • 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
Travelers Insurance Hartford CT 06/2023 08/2023
International Game Technology, Plc Providence RI 06/2022 08/2022
Monte Financial Group, Llc Guilford CT 07/2024 03/2026
School North Kingstown RI 07/2014 06/2022
School Hamden CT 08/2022 06/2023
School Hamden CT 08/2023 07/2024
Mercer Global Advisors Inc. Hamden CT 04/2026 Present
  • 06/2023 → 08/2023
    Travelers Insurance
    Hartford, CT
  • 06/2022 → 08/2022
    International Game Technology, Plc
    Providence, RI
  • 07/2024 → 03/2026
    Guilford, CT
  • 07/2014 → 06/2022
    School
    North Kingstown, RI
  • 08/2022 → 06/2023
    School
    Hamden, CT
  • 08/2023 → 07/2024
    School
    Hamden, CT
  • 04/2026 → Present
    Hamden, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

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