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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Allentown, PA
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 | Apr 10, 2023 | n/a | yes | DENVER, CO|Allentown, PA | Current employment |
| ANDESA FINANCIAL MANAGEMENT, INC. | Former SEC adviser | May 4, 2007 | May 9, 2023 | no | CENTER VALLEY, PA|ALLENTOWN, PA|ALLENTOWN, PA|ALLENTOWN, PA | Previous registration |
| ANDESA STRATEGIES, INC. | n/a | May 4, 2007 | Dec 31, 2009 | no | ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ANDESA FINANCIAL MANAGEMENT, INC. | MERCER GLOBAL ADVISORS INC. | May 9, 2023 | Apr 10, 2023 | -29 | Firm change | RIA to RIA |
| ANDESA STRATEGIES, INC. | ANDESA FINANCIAL MANAGEMENT, INC. | Dec 31, 2009 | May 4, 2007 | -972 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131702:147363:PA:2023-05-09 | May 9, 2023 | Apr 10, 2023 | ALLENTOWN, PA | Firm change |