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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-12 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
2202 North West Shore Boulevard Suite 200, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Tampa | FL | 03/2024 | Present |
| Mercer Global Advisors Inc. | Tampa | FL | 07/2022 | 03/2024 |
| Unemployed | Winter Garden | FL | 10/2019 | 07/2022 |
| Concord Advisory Group | Orlando | FL | 11/2016 | 10/2019 |
| Norrep Capital Management Ltd. | Toronto | 09/2016 | 11/2016 |
1. McCalla Property Management; Investment-related; 14930 Guava Bay Drive, Winter Garden, FL 34787; Rental property management company; Part-owner and Manager; 10/17/2020; 1 hr. per month; 0 hrs. during trading hours; Oversees maintenance of property. 2. Hearthstone Property Management, LLC; Investment-related; 14930 Guava Bay Drive, Winter Garden, FL 34787; Rental property management company; Part-owner and Manager; 10/17/2024; 5 hrs. per month; 0 hrs. during trading hours; Collect rent and oversee property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
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