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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Cherry Hill, NJ
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 | Mar 31, 2022 | n/a | yes | DENVER, CO|Cherry Hill, NJ | Current employment |
| CORDASCO FINANCIAL NETWORK, INC. | Former SEC adviser | Sep 7, 2017 | Jul 12, 2022 | no | NAPLES, FL|HADDONFIELD, NJ|PHILADELPHIA, PA|CHERRY HILL, NJ | Previous registration |
| BCG SECURITIES, INC. | Independent wealth | Apr 4, 2017 | Jun 26, 2017 | no | CHERRY HILL, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | May 12, 2016 | Mar 1, 2017 | no | Mount Laurel, NJ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 28, 2007 | May 23, 2016 | no | RYDAL, PA|MT. LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORDASCO FINANCIAL NETWORK, INC. | MERCER GLOBAL ADVISORS INC. | Jul 12, 2022 | Mar 31, 2022 | -103 | Firm change after gap | Other |
| BCG SECURITIES, INC. | CORDASCO FINANCIAL NETWORK, INC. | Jun 26, 2017 | Sep 7, 2017 | 73 | Firm change | Other |
| MORGAN STANLEY | BCG SECURITIES, INC. | Mar 1, 2017 | Apr 4, 2017 | 34 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | May 23, 2016 | May 12, 2016 | -11 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:149777:NJ:2016-05-23 | May 23, 2016 | May 12, 2016 | MT LAUREL, NJ | Firm change |