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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Bellevue, WA
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 | Jun 7, 2024 | n/a | yes | Bellevue, WA|DENVER, CO | Current employment |
| M FINANCIAL ASSET MANAGEMENT, INC. | Independent wealth | May 31, 2019 | Oct 14, 2022 | no | PORTLAND, OR | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | May 21, 2018 | Jun 22, 2022 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M FINANCIAL ASSET MANAGEMENT, INC. | MERCER GLOBAL ADVISORS INC. | Oct 14, 2022 | Jun 7, 2024 | 602 | Firm change after gap | RIA to RIA |
| M HOLDINGS SECURITIES, INC. | M FINANCIAL ASSET MANAGEMENT, INC. | Jun 22, 2022 | May 31, 2019 | -1,118 | Firm change after gap | Ibd to RIA |