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Advisor at MERCER GLOBAL ADVISORS INC.
Missoula, MT | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Apr 4, 2023 | n/a | yes | DENVER, CO|Missoula, MT | Current employment |
| TRUENORTH WEALTH ADVISORS | Independent wealth | Mar 25, 2020 | Dec 12, 2022 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUENORTH WEALTH ADVISORS | MERCER GLOBAL ADVISORS INC. | Dec 12, 2022 | Apr 4, 2023 | 113 | Firm change | RIA to RIA |