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RIA / WealthAdvisorCertified Financial Planner10 years in industry

HUSSEIN ELGOHARY

Advisor at MERCER GLOBAL ADVISORS INC.

Scottsdale, AZ | DENVER, CO

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Search this name across graphsid dfx:ria:2c769d84-0ac6-8cc3-41ac-24b6c072f119

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 7, 2018 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 19, 2016
First registration: May 7, 2018
Dual registered: no
IAPD individual key: 6664213

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jul 31, 2025	n/a	yes	Scottsdale, AZ\|DENVER, CO	Current employment
EARNED WEALTH ADVISORS, LLC	Independent wealth	Jan 23, 2025	Jun 20, 2025	no	Scottsdale, AZ\|WALNUT CREEK, CA	Previous registration
EARNED WEALTH	Former SEC adviser	Nov 28, 2023	Jan 4, 2025	no	NEW YORK, NY\|Scottsdale, AZ\|Scottsdale, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Apr 2, 2021	Nov 29, 2023	no	Phoenix, AZ	Previous registration
CWM, LLC	Bd affiliated wealth	Feb 10, 2020	Feb 11, 2021	no	Johnson City, TN\|OMAHA, NE\|Kingsport, TN	Previous registration
CLARITY CAPITAL PARTNERS	Former SEC adviser	Nov 27, 2018	May 1, 2020	no	NEWPORT BEACH, CA	Previous registration
WESTPARK CAPITAL, INC.	Independent wealth	May 7, 2018	Mar 21, 2019	no	Newport Beach, CA 92660, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EARNED WEALTH ADVISORS, LLC	MERCER GLOBAL ADVISORS INC.	Jun 20, 2025	Jul 31, 2025	41	Firm change	RIA to RIA
EARNED WEALTH	EARNED WEALTH ADVISORS, LLC	Jan 4, 2025	Jan 23, 2025	19	Channel change	RIA to RIA
SCHWAB WEALTH ADVISORY, INC.	EARNED WEALTH	Nov 29, 2023	Nov 28, 2023	-1	Firm change	Other
CWM, LLC	SCHWAB WEALTH ADVISORY, INC.	Feb 11, 2021	Apr 2, 2021	50	Firm change	Other
CLARITY CAPITAL PARTNERS	CWM, LLC	May 1, 2020	Feb 10, 2020	-81	Firm change after gap	RIA to ibd
WESTPARK CAPITAL, INC.	CLARITY CAPITAL PARTNERS	Mar 21, 2019	Nov 27, 2018	-114	Firm change after gap	RIA to RIA

Relationships

Registered with (7)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Jul 31, 2025 to presentfactForm ADV
→ EARNED WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 23, 2025 to Jun 20, 2025factForm ADV
→ EARNED WEALTHRegistered adviserregistration: previous registration
Nov 28, 2023 to Jan 4, 2025factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Apr 2, 2021 to Nov 29, 2023factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 10, 2020 to Feb 11, 2021factForm ADV
→ CLARITY CAPITAL PARTNERSRegistered adviserregistration: previous registration
Nov 27, 2018 to May 1, 2020factForm ADV
→ WESTPARK CAPITAL, INC.Registered adviserregistration: previous registration
May 7, 2018 to Mar 21, 2019factForm ADV

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
Hussein Elgohary left Earned Wealth Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-07-31)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2023
Advisor changed firm
Hussein Elgohary left Schwab Wealth Advisory, Inc. for Earned Wealth (registered 2023-11-28)
Form ADVobserved 6 days ago