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Advisor at MERCER GLOBAL ADVISORS INC.
Ames, IA | Omaha, NE
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 | Feb 1, 2021 | n/a | yes | Ames, IA|Omaha, NE | Current employment |
| MARRS WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 3, 2016 | Mar 30, 2021 | no | AMES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARRS WEALTH MANAGEMENT, LLC | MERCER GLOBAL ADVISORS INC. | Mar 30, 2021 | Feb 1, 2021 | -57 | Firm change after gap | RIA to RIA |