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RIA / WealthAdvisorCertified Financial Planner15 years in industry

CHRISTINA KO TALBOT

Advisor at MERCER GLOBAL ADVISORS INC.

Walnut Creek, CA | DENVER, CO

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Search this name across graphsid dfx:ria:2cd0b98a-0922-e336-e891-d31d650b9efe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 1, 2011 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: Jun 29, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 29, 2011
First registration: Jul 1, 2011
Dual registered: no
Other names: CHRISTINA KO|CHRISTINA KO TALBOT|CHRISTINA T KO
IAPD individual key: 5156857

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	May 6, 2026	n/a	yes	Walnut Creek, CA\|DENVER, CO	Current employment
DESTINATION WEALTH MANAGEMENT	Independent wealth	Sep 24, 2014	Apr 8, 2026	no	WALNUT CREEK, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	May 6, 2013	Sep 3, 2014	no	SAN FRANCISCO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Oct 17, 2012	May 1, 2013	no	San Jose, CA	Previous registration
SAND HILL GLOBAL ADVISORS, LLC	Independent wealth	Jul 1, 2011	Jun 18, 2012	no	PALO ALTO, 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
DESTINATION WEALTH MANAGEMENT	MERCER GLOBAL ADVISORS INC.	Apr 8, 2026	May 6, 2026	28	Firm change	RIA to RIA
RBC CAPITAL MARKETS, LLC	DESTINATION WEALTH MANAGEMENT	Sep 3, 2014	Sep 24, 2014	21	Firm change	Other
MORGAN STANLEY	RBC CAPITAL MARKETS, LLC	May 1, 2013	May 6, 2013	5	Firm change	Wirehouse to ibd
SAND HILL GLOBAL ADVISORS, LLC	MORGAN STANLEY	Jun 18, 2012	Oct 17, 2012	121	Firm change	Other

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 24, 2014 to Apr 8, 2026factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
May 6, 2013 to Sep 3, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 17, 2012 to May 1, 2013factForm ADV
→ SAND HILL GLOBAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 1, 2011 to Jun 18, 2012factForm ADV

Dated events

Occurred
Apr 8, 2026
Advisor changed firm
Christina Ko Talbot left Destination Wealth Management for Mercer Global Advisors Inc. (registered 2026-05-06)
Form ADVobserved 4 days ago