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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Minneapolis, MN
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 22, 2024 | n/a | yes | DENVER, CO|Minneapolis, MN | Current employment |
| WAYPOINT CAPITAL ADVISORS, LLC | Former SEC adviser | May 14, 2021 | Jan 8, 2025 | no | MINNEAPOLIS, MN | Previous registration |
| BE FINANCIAL WEALTH MANAGEMENT, LLC | n/a | Jan 3, 2017 | Apr 29, 2021 | no | PLYMOUTH, MN|MINNETONKA, MN | Previous registration |
| MERISTEM FAMILY WEALTH | Former SEC adviser | Nov 7, 2013 | Nov 16, 2016 | no | MINNETONKA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WAYPOINT CAPITAL ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Jan 8, 2025 | Nov 22, 2024 | -47 | Firm change after gap | RIA to RIA |
| BE FINANCIAL WEALTH MANAGEMENT, LLC | WAYPOINT CAPITAL ADVISORS, LLC | Apr 29, 2021 | May 14, 2021 | 15 | Firm change | Other |
| MERISTEM FAMILY WEALTH | BE FINANCIAL WEALTH MANAGEMENT, LLC | Nov 16, 2016 | Jan 3, 2017 | 48 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134648:147363:MN:2025-01-08 | Jan 8, 2025 | Nov 22, 2024 | MINNEAPOLIS, MN | Firm change after gap |