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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | PEABODY, MA | Old Lyme, CT | NASHUA, NH
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 | Sep 16, 2024 | n/a | yes | PEABODY, MA|NASHUA, NH|DENVER, CO|Old Lyme, CT | Current employment |
| BENCHMARK WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 14, 2016 | Sep 10, 2025 | no | OLD LYME, CT | Previous registration |
| GREENWICH WEALTH MANAGEMENT, LLC | Independent wealth | Feb 2, 2016 | Jan 4, 2017 | no | Greenwich, CT | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 16, 2007 | Feb 2, 2016 | no | OLD LYME, CT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 23, 2000 | Aug 21, 2007 | no | NEW LONDON, CT|MYSTIC, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENCHMARK WEALTH MANAGEMENT, LLC | MERCER GLOBAL ADVISORS INC. | Sep 10, 2025 | Sep 16, 2024 | -359 | Firm change after gap | RIA to RIA |
| GREENWICH WEALTH MANAGEMENT, LLC | BENCHMARK WEALTH MANAGEMENT, LLC | Jan 4, 2017 | Nov 14, 2016 | -51 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | GREENWICH WEALTH MANAGEMENT, LLC | Feb 2, 2016 | Feb 2, 2016 | 0 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Aug 21, 2007 | Aug 16, 2007 | -5 | Firm change | Wirehouse to wirehouse |