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Advisor at MERCER GLOBAL ADVISORS INC.
Lake Placid, NY | 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 | Feb 6, 2026 | n/a | yes | DENVER, CO|Lake Placid, NY | Current employment |
| LONG RUN WEALTH ADVISORS, LLC | Former SEC adviser | Mar 29, 2021 | Mar 30, 2026 | no | LAKE PLACID, NY | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Dec 10, 2015 | Dec 31, 2020 | no | LAKE PLACID, NY|LAKE PLACID, NY | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Apr 28, 2008 | Dec 7, 2015 | no | LAKE PLACID, NY|ALBANY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LONG RUN WEALTH ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Mar 30, 2026 | Feb 6, 2026 | -52 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | LONG RUN WEALTH ADVISORS, LLC | Dec 31, 2020 | Mar 29, 2021 | 88 | Firm change | Ibd to RIA |
| JANNEY MONTGOMERY SCOTT LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 7, 2015 | Dec 10, 2015 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 311415:147363:NY:2026-03-30 | Mar 30, 2026 | Feb 6, 2026 | LAKE PLACID, NY | Firm change after gap |
| 149018:311415:NY:2020-12-31 | Dec 31, 2020 | Mar 29, 2021 | LAKE PLACID, NY | Firm change |