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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Vernal Point Advisors | San Francisco | CA | 07/2014 | 03/2020 |
| Wealth Architects, Llc | Mountain View | CA | 03/2020 | 10/2024 |
| Mercer Global Advisors Inc. | Los Gatos | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-24 |
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