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Advisor at MERCER GLOBAL ADVISORS INC.
Oklahoma City, OK | 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 | Jun 17, 2025 | n/a | yes | DENVER, CO|Oklahoma City, OK | Current employment |
| FULL SAIL CAPITAL, LLC | Former SEC adviser | Oct 22, 2021 | Dec 23, 2025 | no | OKLAHOMA CITY, OK | Previous registration |
| PLAN GROUP FINANCIAL, INC. | Independent wealth | May 13, 2021 | May 6, 2022 | no | Edmond, OK|OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FULL SAIL CAPITAL, LLC | MERCER GLOBAL ADVISORS INC. | Dec 23, 2025 | Jun 17, 2025 | -189 | Firm change after gap | RIA to RIA |
| PLAN GROUP FINANCIAL, INC. | FULL SAIL CAPITAL, LLC | May 6, 2022 | Oct 22, 2021 | -196 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291368:147363:OK:2025-12-23 | Dec 23, 2025 | Jun 17, 2025 | OKLAHOMA CITY, OK | Firm change after gap |