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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | 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, 2026 | n/a | yes | DENVER, CO|Denver, CO | Current employment |
| INTELLICENTS INVESTMENT SOLUTIONS INC | Mixed wealth | Jan 10, 2022 | Sep 23, 2024 | no | ALBERT LEA, MN|Golden, CO | Previous registration |
| DAMN GOOD PLANNING, LLC | n/a | Apr 9, 2021 | Dec 6, 2021 | no | THORNTON, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS INC | MERCER GLOBAL ADVISORS INC. | Sep 23, 2024 | Jan 7, 2026 | 471 | Firm change after gap | Other |
| DAMN GOOD PLANNING, LLC | INTELLICENTS INVESTMENT SOLUTIONS INC | Dec 6, 2021 | Jan 10, 2022 | 35 | Firm change | Other |