DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Colleyville, TX
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 14, 2023 | n/a | yes | DENVER, CO|Colleyville, TX | Current employment |
| STEWARD WEALTH MANAGEMENT | Former SEC adviser | Jul 29, 2014 | Oct 31, 2023 | no | COLLEYVILLE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARD WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Oct 31, 2023 | Aug 14, 2023 | -78 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143513:147363:TX:2023-10-31 | Oct 31, 2023 | Aug 14, 2023 | COLLEYVILLE, TX | Firm change after gap |