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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | New York, NY
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 | Aug 26, 2025 | n/a | yes | New York, NY|DENVER, CO | Current employment |
| ALTFEST PERSONAL WEALTH MANAGEMENT | Independent wealth | Mar 27, 2020 | Nov 24, 2025 | no | NEW YORK, NY | Previous registration |
| FOCUSED WEALTH MANAGEMENT, INC. | Independent wealth | Sep 21, 2015 | Mar 4, 2020 | no | NEWBURGH, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTFEST PERSONAL WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Nov 24, 2025 | Aug 26, 2025 | -90 | Firm change after gap | RIA to RIA |
| FOCUSED WEALTH MANAGEMENT, INC. | ALTFEST PERSONAL WEALTH MANAGEMENT | Mar 4, 2020 | Mar 27, 2020 | 23 | Firm change | RIA to RIA |