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Advisor at MERCER GLOBAL ADVISORS INC.
Waltham, MA | 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 | Jul 16, 2025 | n/a | yes | DENVER, CO|Waltham, MA | Current employment |
| O'BRIEN WEALTH PARTNERS LLC | Former SEC adviser | Oct 19, 2010 | Mar 31, 2026 | no | WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O'BRIEN WEALTH PARTNERS LLC | MERCER GLOBAL ADVISORS INC. | Mar 31, 2026 | Jul 16, 2025 | -258 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105336:147363:MA:2026-03-31 | Mar 31, 2026 | Jul 16, 2025 | WALTHAM, MA | Firm change after gap |