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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist11 years in industry

KENT DUANE DAVIS

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | Vienna, VA

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Search this name across graphsid dfx:ria:05f14a3f-1a00-6b1e-1e84-8cde7da254bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 18, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S66
First exam: Jul 18, 2015
First registration: Jul 20, 2015
Dual registered: no
Other names: KENT D DAVIS
IAPD individual key: 6481665

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Feb 15, 2022	n/a	yes	DENVER, CO\|Vienna, VA	Current employment
BERNHARDT WEALTH MANAGEMENT, INC.	Former SEC adviser	Oct 24, 2018	Jan 19, 2022	no	MCLEAN, VA	Previous registration
ADVOCACY WEALTH MANAGEMENT, LLC	Independent wealth	Jun 27, 2017	Oct 8, 2018	no	Herndon, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 20, 2015	May 23, 2016	no	BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BERNHARDT WEALTH MANAGEMENT, INC.	MERCER GLOBAL ADVISORS INC.	Jan 19, 2022	Feb 15, 2022	27	Firm change	RIA to RIA
ADVOCACY WEALTH MANAGEMENT, LLC	BERNHARDT WEALTH MANAGEMENT, INC.	Oct 8, 2018	Oct 24, 2018	16	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVOCACY WEALTH MANAGEMENT, LLC	May 23, 2016	Jun 27, 2017	400	Firm change	Other

Relationships

Registered with (4)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Feb 15, 2022 to presentfactForm ADV
→ BERNHARDT WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 24, 2018 to Jan 19, 2022factForm ADV
→ ADVOCACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 27, 2017 to Oct 8, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 20, 2015 to May 23, 2016factForm ADV

Dated events

Occurred
Jan 19, 2022
Advisor changed firm
Kent Duane Davis left Bernhardt Wealth Management, Inc. for Mercer Global Advisors Inc. (registered 2022-02-15)
Form ADVobserved 6 days ago