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Advisor at MERCER GLOBAL ADVISORS INC.
Portland, OR | 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 | Jan 7, 2025 | n/a | yes | Portland, OR|DENVER, CO | Current employment |
| DESCHUTES INVESTMENT CONSULTING, LLC | Other adviser | Jul 14, 2021 | Jan 3, 2025 | no | PORTLAND, OR | Previous registration |
| EMPIRICAL WEALTH MANAGEMENT | Independent wealth | Feb 12, 2019 | Aug 18, 2021 | no | Portland, OR|SEATTLE, WA|Portland, OR | Previous registration |
| BLUE WATER WEALTH | Independent wealth | Sep 1, 2017 | Feb 1, 2019 | no | PORTLAND, OR | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Aug 31, 2016 | Sep 1, 2017 | no | VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DESCHUTES INVESTMENT CONSULTING, LLC | MERCER GLOBAL ADVISORS INC. | Jan 3, 2025 | Jan 7, 2025 | 4 | Firm change | Other |
| EMPIRICAL WEALTH MANAGEMENT | DESCHUTES INVESTMENT CONSULTING, LLC | Aug 18, 2021 | Jul 14, 2021 | -35 | Firm change after gap | RIA to RIA |
| BLUE WATER WEALTH | EMPIRICAL WEALTH MANAGEMENT | Feb 1, 2019 | Feb 12, 2019 | 11 | Firm change | RIA to RIA |
| SIGNATOR INVESTORS, INC. | BLUE WATER WEALTH | Sep 1, 2017 | Sep 1, 2017 | 0 | Firm change | Other |