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Advisor at MERCER GLOBAL ADVISORS INC.
Newport Beach, CA
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 21, 2020 | n/a | yes | Newport Beach, CA | Current employment |
| ARGOSY WEALTH MANAGEMENT | Former SEC adviser | Jun 15, 2017 | Mar 12, 2021 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARGOSY WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Mar 12, 2021 | Jul 21, 2020 | -234 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 175028:147363:CA:2021-03-11 | Mar 12, 2021 | Jul 21, 2020 | LOS ANGELES, CA | Firm change after gap |