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Advisor at MERCER GLOBAL ADVISORS INC.
Salt Lake City, UT | 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 | Jun 9, 2025 | n/a | yes | Salt Lake City, UT|DENVER, CO | Current employment |
| NORTHSTAR INVESTMENT ADVISORY LLC | No RAUM reported | Jan 8, 2025 | May 22, 2025 | no | Salt Lake City, UT|WEST HOLLYWOOD, CA | Previous registration |
| DENTIST ADVISORS | Independent wealth | Jun 2, 2023 | Oct 15, 2024 | no | SALT LAKE CITY, UT | Previous registration |
| SECFI ADVISORY LIMITED | Other adviser | Feb 28, 2023 | May 16, 2023 | no | Salt Lake City, UT|NEW YORK, NY | Previous registration |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Dec 2, 2022 | Dec 12, 2022 | no | SALT LAKE CITY, UT|SARASOTA, FL | Previous registration |
| Ellevest | Independent wealth | Aug 19, 2021 | Oct 31, 2022 | no | NEW YORK, NY | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Jun 30, 2020 | Jun 29, 2021 | no | MILWAUKEE, WI|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHSTAR INVESTMENT ADVISORY LLC | MERCER GLOBAL ADVISORS INC. | May 22, 2025 | Jun 9, 2025 | 18 | Firm change | Other |
| DENTIST ADVISORS | NORTHSTAR INVESTMENT ADVISORY LLC | Oct 15, 2024 | Jan 8, 2025 | 85 | Firm change | Other |
| SECFI ADVISORY LIMITED | DENTIST ADVISORS | May 16, 2023 | Jun 2, 2023 | 17 | Firm change | Other |
| ORIGIN INVESTMENT ADVISORY LLC | SECFI ADVISORY LIMITED | Dec 12, 2022 | Feb 28, 2023 | 78 | Firm change | Other |
| Ellevest | ORIGIN INVESTMENT ADVISORY LLC | Oct 31, 2022 | Dec 2, 2022 | 32 | Firm change | RIA to RIA |
| ROBERT W. BAIRD & CO. INCORPORATED | Ellevest | Jun 29, 2021 | Aug 19, 2021 | 51 | Firm change | RIA to RIA |