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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Portland, OR
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 | Mar 29, 2021 | n/a | yes | DENVER, CO|Portland, OR | Current employment |
| MCGEE WEALTH MANAGEMENT, INC. | Former SEC adviser | Apr 23, 2019 | Mar 29, 2021 | no | PORTLAND, OR | Previous registration |
| WADDELL & REED | Former SEC adviser | Aug 8, 2013 | Apr 23, 2019 | no | VANCOUVER, WA|SEATTLE, WA|VANCOUVER, WA|LAKE OSWEGO, OR|EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCGEE WEALTH MANAGEMENT, INC. | MERCER GLOBAL ADVISORS INC. | Mar 29, 2021 | Mar 29, 2021 | 0 | Firm change | RIA to RIA |
| WADDELL & REED | MCGEE WEALTH MANAGEMENT, INC. | Apr 23, 2019 | Apr 23, 2019 | 0 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109847:147363:OR:2021-03-29 | Mar 29, 2021 | Mar 29, 2021 | PORTLAND, OR | Firm change |