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Advisor at MERCER GLOBAL ADVISORS INC.
Colleyville, TX | 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 | Nov 4, 2024 | n/a | yes | Colleyville, TX|DENVER, CO | Current employment |
| YFP WEALTH | Independent wealth | May 14, 2021 | Sep 3, 2024 | no | Fort Worth, TX|NEW ALBANY, OH | Previous registration |
| KEENER FINANCIAL PLANNING | Independent wealth | Feb 6, 2020 | Apr 7, 2021 | no | Keller, TX|KELLER, TX | Previous registration |
| YFP WEALTH | Independent wealth | Dec 17, 2019 | Jan 13, 2020 | no | NEW ALBANY, OH | Previous registration |
| QUEST CAPITAL MANAGEMENT, INC. | Former SEC adviser | Sep 6, 2017 | Feb 19, 2019 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YFP WEALTH | MERCER GLOBAL ADVISORS INC. | Sep 3, 2024 | Nov 4, 2024 | 62 | Firm change | RIA to RIA |
| KEENER FINANCIAL PLANNING | YFP WEALTH | Apr 7, 2021 | May 14, 2021 | 37 | Firm change | RIA to RIA |
| YFP WEALTH | KEENER FINANCIAL PLANNING | Jan 13, 2020 | Feb 6, 2020 | 24 | Firm change | RIA to RIA |
| QUEST CAPITAL MANAGEMENT, INC. | YFP WEALTH | Feb 19, 2019 | Dec 17, 2019 | 301 | Firm change | RIA to RIA |