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Advisor at MERCER GLOBAL ADVISORS INC.
HENDERSON, NV | DENVER, CO
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 11, 2022 | n/a | yes | HENDERSON, NV|DENVER, CO | Current employment |
| CAPITOL FAMILY OFFICE, INC. | Independent wealth | Jan 31, 2021 | Jul 27, 2022 | no | BEAVERTON, OR | Previous registration |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Feb 22, 2018 | Apr 1, 2021 | no | Beaverton, OR|OLYMPIA, WA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 9, 2017 | Nov 13, 2017 | no | Sandy, UT|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITOL FAMILY OFFICE, INC. | MERCER GLOBAL ADVISORS INC. | Jul 27, 2022 | Aug 11, 2022 | 15 | Firm change | RIA to RIA |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | CAPITOL FAMILY OFFICE, INC. | Apr 1, 2021 | Jan 31, 2021 | -60 | Firm change after gap | RIA to new firm |
| EDWARD JONES | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Nov 13, 2017 | Feb 22, 2018 | 101 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151298:312005:WA:2021-04-01 | Apr 1, 2021 | Jan 31, 2021 | OLYMPIA, WA | Firm change after gap |