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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Houston, TX
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 25, 2026 | n/a | yes | Houston, TX|DENVER, CO | Current employment |
| WESTWOOD WEALTH MANAGEMENT | Mixed wealth | Aug 13, 2024 | Mar 26, 2026 | no | DALLAS, TX | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Jul 22, 2024 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 29, 2012 | Jul 13, 2018 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESTWOOD WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Mar 26, 2026 | Mar 25, 2026 | -1 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | WESTWOOD WEALTH MANAGEMENT | Jul 22, 2024 | Aug 13, 2024 | 22 | 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 |