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Advisor at MERCER GLOBAL ADVISORS INC.
Minneapolis, MN | 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 | Dec 3, 2024 | n/a | yes | DENVER, CO|Minneapolis, MN | Current employment |
| WAYPOINT CAPITAL ADVISORS, LLC | Former SEC adviser | May 5, 2015 | Jan 8, 2025 | no | CHANHASSEN, MN|MINNEAPOLIS, MN|Minneapolis, MN|Minneapolis, MN | Previous registration |
| MERISTEM FAMILY WEALTH | Former SEC adviser | Dec 10, 2013 | Feb 18, 2015 | no | SCOTTSDALE, AZ|MINNETONKA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WAYPOINT CAPITAL ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Jan 8, 2025 | Dec 3, 2024 | -36 | Firm change after gap | RIA to RIA |
| MERISTEM FAMILY WEALTH | WAYPOINT CAPITAL ADVISORS, LLC | Feb 18, 2015 | May 5, 2015 | 76 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134648:147363:MN:2025-01-08 | Jan 8, 2025 | Dec 3, 2024 | MINNEAPOLIS, MN | Firm change after gap |