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Advisor at MERCER GLOBAL ADVISORS INC.
Houston, 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 | Nov 5, 2018 | n/a | yes | Houston, TX | Current employment |
| OUTLOOK WEALTH ADVISORS, LLC | Independent wealth | Jun 28, 2018 | Oct 5, 2018 | no | THE WOODLANDS, TX | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Nov 29, 2016 | Oct 5, 2018 | no | Shenandoah, TX|SARASOTA, FL | Previous registration |
| EDWARD JONES | National bd RIA | Apr 7, 2014 | Oct 17, 2016 | no | Maryland Heights, MO|Maryland Heights, MO|CONROE, TX|THE WOODLANDS, TX|THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | OUTLOOK WEALTH ADVISORS, LLC | Oct 5, 2018 | Jun 28, 2018 | -99 | Firm change after gap | Ibd to new firm |
| OUTLOOK WEALTH ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Oct 5, 2018 | Nov 5, 2018 | 31 | Firm change | Other |
| EDWARD JONES | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Oct 17, 2016 | Nov 29, 2016 | 43 | Firm change | Other |