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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Menlo Park, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 11, 2024 | n/a | yes | DENVER, CO|Menlo Park, CA | Current employment |
| REGIS MANAGEMENT, A MERCER ADVISORS COMPANY | Former SEC adviser | Jul 11, 2023 | Jul 31, 2024 | no | DENVER, CO|Menlo Park, CA | Previous registration |
| REGIS MANAGEMENT COMPANY, LLC | Former SEC adviser | Apr 29, 2011 | Dec 31, 2021 | no | MENLO PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGIS MANAGEMENT, A MERCER ADVISORS COMPANY | MERCER GLOBAL ADVISORS INC. | Jul 31, 2024 | Jul 11, 2024 | -20 | Firm change | RIA to RIA |
| REGIS MANAGEMENT COMPANY, LLC | REGIS MANAGEMENT, A MERCER ADVISORS COMPANY | Dec 31, 2021 | Jul 11, 2023 | 557 | Channel change | RIA to RIA |