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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Lake Havasu City, AZ
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 | May 4, 2024 | n/a | yes | DENVER, CO|Lake Havasu City, AZ | Current employment |
| INTEGRATED ADVISORS NETWORK LLC | Independent wealth | Jun 5, 2020 | Dec 31, 2025 | no | Lake Havasu City, AZ|DALLAS, TX | Previous registration |
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Jan 18, 2019 | Jun 8, 2020 | no | Seattle, WA|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | MERCER GLOBAL ADVISORS INC. | Dec 31, 2025 | May 4, 2024 | -606 | Firm change after gap | RIA to RIA |
| CRESSET ASSET MANAGEMENT, LLC | INTEGRATED ADVISORS NETWORK LLC | Jun 8, 2020 | Jun 5, 2020 | -3 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171991:147363:TX:2025-12-31 | Dec 31, 2025 | May 4, 2024 | DALLAS, TX | Firm change after gap |
| 288566:171991:IL:2020-06-08 | Jun 8, 2020 | Jun 5, 2020 | CHICAGO, IL | Firm change |