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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Naples, FL
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 | Mar 25, 2026 | n/a | yes | Naples, FL|DENVER, CO | Current employment |
| LEBENTHAL GLOBAL ADVISORS, LLC | Independent wealth | May 9, 2024 | Mar 6, 2026 | no | MARCO ISLAND, FL|HAUPPAUGE, NY | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Aug 1, 2023 | Apr 11, 2024 | no | KUTZTOWN, PA|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEBENTHAL GLOBAL ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Mar 6, 2026 | Mar 25, 2026 | 19 | Firm change | RIA to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | LEBENTHAL GLOBAL ADVISORS, LLC | Apr 11, 2024 | May 9, 2024 | 28 | Firm change | Ibd to RIA |