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Advisor at MERCER GLOBAL ADVISORS INC.
Waltham, MA | 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 1, 2025 | n/a | yes | Waltham, MA|DENVER, CO | Current employment |
| O'BRIEN WEALTH PARTNERS LLC | Former SEC adviser | Mar 26, 2019 | Mar 31, 2026 | no | WALTHAM, MA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 3, 2014 | Feb 7, 2019 | no | BOSTON, MA | Previous registration |
| MORGAN STANLEY | Wirehouse | May 13, 2013 | Jan 10, 2014 | no | Albuquerque, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O'BRIEN WEALTH PARTNERS LLC | MERCER GLOBAL ADVISORS INC. | Mar 31, 2026 | Aug 1, 2025 | -242 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | O'BRIEN WEALTH PARTNERS LLC | Feb 7, 2019 | Mar 26, 2019 | 47 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Jan 10, 2014 | Mar 3, 2014 | 52 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105336:147363:MA:2026-03-31 | Mar 31, 2026 | Aug 1, 2025 | WALTHAM, MA | Firm change after gap |