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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Cincinnati, 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 | Oct 31, 2022 | n/a | yes | DENVER, CO|Cincinnati, OH | Current employment |
| ASSET ADVISORY GROUP INC | Former SEC adviser | Mar 26, 2020 | Jan 3, 2023 | no | CINCINNATI, OH | Previous registration |
| LENOX WEALTH MANAGEMENT, INC. | Former SEC adviser | Jun 14, 2013 | May 9, 2014 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASSET ADVISORY GROUP INC | MERCER GLOBAL ADVISORS INC. | Jan 3, 2023 | Oct 31, 2022 | -64 | Firm change after gap | RIA to RIA |
| LENOX WEALTH MANAGEMENT, INC. | ASSET ADVISORY GROUP INC | May 9, 2014 | Mar 26, 2020 | 2,148 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107929:147363:OH:2023-01-03 | Jan 3, 2023 | Oct 31, 2022 | CINCINNATI, OH | Firm change after gap |