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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Encino, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Nov 4, 2025 | n/a | yes | Encino, CA|DENVER, CO | Current employment |
| SB CAPITAL MANAGEMENT, INC. | Former SEC adviser | Sep 16, 2008 | Mar 31, 2026 | no | ENCINO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SB CAPITAL MANAGEMENT, INC. | MERCER GLOBAL ADVISORS INC. | Mar 31, 2026 | Nov 4, 2025 | -147 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126826:147363:CA:2026-03-31 | Mar 31, 2026 | Nov 4, 2025 | ENCINO, CA | Firm change after gap |