DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERCER GLOBAL ADVISORS INC.
Boulder, CO | 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 | Dec 12, 2024 | n/a | yes | Boulder, CO|DENVER, CO | Current employment |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | Independent wealth | Dec 24, 2020 | Nov 25, 2024 | no | Denver, CO | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Oct 22, 2020 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 30, 2017 | Jul 13, 2018 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | MERCER GLOBAL ADVISORS INC. | Nov 25, 2024 | Dec 12, 2024 | 17 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MOTLEY FOOL WEALTH MANAGEMENT, LLC | Oct 22, 2020 | Dec 24, 2020 | 63 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |