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Advisor at MERCER GLOBAL ADVISORS INC.
WOODLAND HILLS, CA | LOS ANGELES, CA
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 | Aug 28, 2026 | n/a | yes | WOODLAND HILLS, CA|LOS ANGELES, CA | Current employment |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Feb 29, 2024 | Aug 29, 2024 | no | Ontario, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES, INC. | MERCER GLOBAL ADVISORS INC. | Aug 29, 2024 | Aug 28, 2026 | 729 | Firm change after gap | RIA to RIA |