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Advisor at MERCER GLOBAL ADVISORS INC.
West Des Moines, IA | 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 | Jan 12, 2024 | n/a | yes | West Des Moines, IA|DENVER, CO | Current employment |
| RIVER GLEN WEALTH COUNSELORS | Former SEC adviser | Jul 2, 2008 | Mar 21, 2024 | no | WEST DES MOINES, IA|WEST DES MOINES, IA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 1, 1999 | Jul 9, 2008 | no | DES MOINES, IA|WEST DES MOINES, IA|West Des Moines, IA|CLIVE, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RIVER GLEN WEALTH COUNSELORS | MERCER GLOBAL ADVISORS INC. | Mar 21, 2024 | Jan 12, 2024 | -69 | Firm change after gap | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | RIVER GLEN WEALTH COUNSELORS | Jul 9, 2008 | Jul 2, 2008 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147012:147363:IA:2024-03-21 | Mar 21, 2024 | Jan 12, 2024 | WEST DES MOINES, IA | Firm change after gap |