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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Eagle, ID
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 | Sep 12, 2025 | n/a | yes | DENVER, CO|Eagle, ID | Current employment |
| WEST OAK CAPITAL, LLC | Former SEC adviser | May 31, 2005 | Dec 9, 2025 | no | EAGLE, ID|WESTLAKE VILLAGE, CA|Eagle, ID|EAGLE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEST OAK CAPITAL, LLC | MERCER GLOBAL ADVISORS INC. | Dec 9, 2025 | Sep 12, 2025 | -88 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 128473:147363:ID:2025-12-09 | Dec 9, 2025 | Sep 12, 2025 | EAGLE, ID | Firm change after gap |