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Advisor at MERCER GLOBAL ADVISORS INC.
Bouler, CO | 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 | Apr 17, 2025 | n/a | yes | Bouler, CO|DENVER, CO | Current employment |
| Fruitful | Independent wealth | Dec 18, 2023 | Apr 23, 2025 | no | NEW YORK, NY|DENVER, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 18, 2017 | Apr 24, 2023 | no | Lone Tree, CO|Stamford, CT|Indianapolis, IN|Boulder, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Fruitful | MERCER GLOBAL ADVISORS INC. | Apr 23, 2025 | Apr 17, 2025 | -6 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | Fruitful | Apr 24, 2023 | Dec 18, 2023 | 238 | Firm change | Ibd to new firm |