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Advisor at MERCER GLOBAL ADVISORS INC.
Ketchum, ID
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 | Jul 21, 2020 | n/a | yes | Ketchum, ID | Current employment |
| CLEARROCK CAPITAL LLC | Former SEC adviser | Mar 26, 2008 | Dec 31, 2020 | no | KETCHUM, ID | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 26, 2000 | Sep 10, 2007 | no | BOISE, ID|KETCHUM, ID|KETCHUM, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLEARROCK CAPITAL LLC | MERCER GLOBAL ADVISORS INC. | Dec 31, 2020 | Jul 21, 2020 | -163 | Firm change after gap | RIA to RIA |
| CITIGROUP GLOBAL MARKETS INC. | CLEARROCK CAPITAL LLC | Sep 10, 2007 | Mar 26, 2008 | 198 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144480:147363:ID:2020-12-31 | Dec 31, 2020 | Jul 21, 2020 | KETCHUM, ID | Firm change after gap |