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Timothy Paul Mcnamara

Mercer Global Advisors Inc.

San Francisco, CA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-09
  • CA RA
    APPROVED
    Since 2026-04-09

Branch Locations

100 Pine Street Suite 2150, San Francisco, CA 94111 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Beacon Pointe Advisors Llc Larkspur CA 07/2025 03/2026
Carson Wealth Omaha NE 01/2022 07/2025
Mcnamara Consulting Llc Napa CA 10/2019 01/2022
City Of Suisun City Siuson City CA 05/2018 10/2019
Mcnamara Consulting Napa CA 01/2011 05/2018
Mercer Global Advisors Inc. San Francisco CA 03/2026 Present
  • 07/2025 → 03/2026
    Beacon Pointe Advisors Llc
    Larkspur, CA
  • 01/2022 → 07/2025
    Carson Wealth
    Omaha, NE
  • 10/2019 → 01/2022
    Mcnamara Consulting Llc
    Napa, CA
  • 05/2018 → 10/2019
    City Of Suisun City
    Siuson City, CA
  • 01/2011 → 05/2018
    Mcnamara Consulting
    Napa, CA
  • 03/2026 → Present
    Mercer Global Advisors Inc.
    San Francisco, CA
Previous Registrations
  • 2025-07-21 → 2026-03-12
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
    Larkspur, CA
  • 2014-01-31 → 2014-12-31
    Jm Mcnamara, Llc
    Napa, CA
  • 2012-05-04 → 2013-12-31
    Jm Mcnamara, Llc
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-08
  • S65 Uniform Investment Adviser Law Examination
    2024-02-08
Designations
Other Names
  • Tim Mcnamara

View on SEC IAPD

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ZENTARA EXCHANGE LTD

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Jacob David Mahoney
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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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