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Advisor at MERCER GLOBAL ADVISORS INC.
Bend, OR | 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 | Sep 18, 2025 | n/a | yes | Bend, OR|DENVER, CO | Current employment |
| MY LEGACY ADVISORS, LLC | Former SEC adviser | Apr 3, 2024 | Mar 12, 2026 | no | BEND, OR | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | May 29, 2019 | Oct 18, 2022 | no | PORTLAND, OR|Bend, OR | Previous registration |
| EDWARD JONES | National bd RIA | Sep 19, 2017 | Mar 26, 2018 | no | Sherwood, OR|ST LOUIS, MO|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MY LEGACY ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Mar 12, 2026 | Sep 18, 2025 | -175 | Firm change after gap | RIA to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | MY LEGACY ADVISORS, LLC | Oct 18, 2022 | Apr 3, 2024 | 533 | Firm change after gap | Other |
| EDWARD JONES | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Mar 26, 2018 | May 29, 2019 | 429 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 290675:147363:OR:2026-03-12 | Mar 12, 2026 | Sep 18, 2025 | BEND, OR | Firm change after gap |