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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | 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 | May 8, 2024 | n/a | yes | Denver, CO|DENVER, CO | Current employment |
| ROYAL FUND MANAGEMENT, LLC | Independent wealth | Dec 18, 2019 | Apr 22, 2024 | no | Lakewood, CO|LADY LAKE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROYAL FUND MANAGEMENT, LLC | MERCER GLOBAL ADVISORS INC. | Apr 22, 2024 | May 8, 2024 | 16 | Firm change | RIA to RIA |