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Advisor at MERCER GLOBAL ADVISORS INC.
San Diego, CA
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 | Apr 27, 2021 | n/a | yes | San Diego, CA | Current employment |
| EPSTEIN AND WHITE FINANCIAL LLC | Former SEC adviser | Mar 15, 2016 | Jul 6, 2021 | no | San Diego, CA | Previous registration |
| FREEDOM INVESTMENT MANAGEMENT, INC. | Independent wealth | Sep 9, 2015 | Sep 14, 2016 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EPSTEIN AND WHITE FINANCIAL LLC | MERCER GLOBAL ADVISORS INC. | Jul 6, 2021 | Apr 27, 2021 | -70 | Firm change after gap | RIA to RIA |
| FREEDOM INVESTMENT MANAGEMENT, INC. | EPSTEIN AND WHITE FINANCIAL LLC | Sep 14, 2016 | Mar 15, 2016 | -183 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281230:147363:CA:2021-07-06 | Jul 6, 2021 | Apr 27, 2021 | SAN DIEGO, CA | Firm change after gap |
| 126052:281230:CA:2016-09-14 | Sep 14, 2016 | Mar 15, 2016 | SAN DIEGO, CA | Firm change after gap |