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Advisor at MERCER GLOBAL ADVISORS INC.
Atlanta, GA | 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 | Dec 9, 2022 | n/a | yes | DENVER, CO|Atlanta, GA | Current employment |
| RESOURCE PLANNING GROUP, LTD. | Former SEC adviser | Sep 26, 2012 | Sep 20, 2023 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RESOURCE PLANNING GROUP, LTD. | MERCER GLOBAL ADVISORS INC. | Sep 20, 2023 | Dec 9, 2022 | -285 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111524:147363:GA:2023-09-20 | Sep 20, 2023 | Dec 9, 2022 | ATLANTA, GA | Firm change after gap |