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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Lake Placid, NY
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 | Jan 15, 2026 | n/a | yes | DENVER, CO|Lake Placid, NY | Current employment |
| LONG RUN WEALTH ADVISORS, LLC | Former SEC adviser | Oct 26, 2021 | Mar 30, 2026 | no | LAKE PLACID, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LONG RUN WEALTH ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Mar 30, 2026 | Jan 15, 2026 | -74 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 311415:147363:NY:2026-03-30 | Mar 30, 2026 | Jan 15, 2026 | LAKE PLACID, NY | Firm change after gap |