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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Charlotte, NC
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 1, 2023 | n/a | yes | DENVER, CO|Charlotte, NC | Current employment |
| KINGFISHER CAPITAL, LLC | Former SEC adviser | Jun 30, 2009 | Nov 7, 2024 | no | CHARLOTTE, NC | Previous registration |
| WEALTHTRUST ADVISORS | n/a | Mar 10, 2008 | Jun 30, 2009 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGFISHER CAPITAL, LLC | MERCER GLOBAL ADVISORS INC. | Nov 7, 2024 | Nov 1, 2023 | -372 | Firm change after gap | RIA to RIA |
| WEALTHTRUST ADVISORS | KINGFISHER CAPITAL, LLC | Jun 30, 2009 | Jun 30, 2009 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150484:147363:NC:2024-11-07 | Nov 7, 2024 | Nov 1, 2023 | CHARLOTTE, NC | Firm change after gap |