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Advisor at MERCER GLOBAL ADVISORS INC.
LOVELAND, OH
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 | Nov 17, 2025 | n/a | yes | LOVELAND, OH | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 25, 2023 | Jul 3, 2024 | no | PLYMOUTH, MN|LOVELAND, OH | Previous registration |
| HARTFORD FUNDS | Asset manager | Jun 20, 2014 | Aug 14, 2014 | no | LOVELAND, OH|WAYNE, PA | Previous registration |
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Jun 22, 2010 | Jul 5, 2012 | no | BOSTON, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 24, 2005 | Jan 3, 2006 | no | PLAINSBORO, NJ | Previous registration |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Former SEC adviser | Jul 25, 2002 | Jan 19, 2005 | no | ROCHESTER, NY | Previous registration |
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Jun 27, 2002 | Jan 19, 2005 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | MERCER GLOBAL ADVISORS INC. | Jul 3, 2024 | Nov 17, 2025 | 502 | Firm change after gap | RIA to RIA |
| HARTFORD FUNDS | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Aug 14, 2014 | Oct 25, 2023 | 3,359 | Firm change after gap | Other |
| NATIXIS ADVISORS, LLC | HARTFORD FUNDS | Jul 5, 2012 | Jun 20, 2014 | 715 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NATIXIS ADVISORS, LLC | Jan 3, 2006 | Jun 22, 2010 | 1,631 | Firm change after gap | Other |
| MANNING & NAPIER ADVISORS, LLC | MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Jan 19, 2005 | Jul 25, 2002 | -909 | Firm change after gap | Other |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 19, 2005 | Feb 24, 2005 | 36 | Firm change | Other |