DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERCER GLOBAL ADVISORS INC.
Cincinnati, OH | 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 | Sep 2, 2026 | n/a | yes | DENVER, CO|Cincinnati, OH | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Sep 2, 2026 | n/a | yes | Cincinnati, OH|DENVER, CO | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | n/a | yes | Maggie Valley, NC|MAGGIE VALLEY, NC|CINCINNATI, OH | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | Sep 15, 2026 | no | Maggie Valley, NC|CINCINNATI, OH|MAGGIE VALLEY, NC | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 11, 2002 | Jan 19, 2024 | no | CINCINNATI, OH|CINCINNATI, OH|MAGGIE VALLEY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | MERCER GLOBAL ADVISORS INC. | Sep 15, 2026 | Sep 2, 2026 | -13 | Firm change | Ibd to RIA |
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |