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.

Current firm

MERCER GLOBAL ADVISORS INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 24, 1995

First registration

Jul 3, 2013

Dual registered

no

Other names

LORI JO MORRELL

IAPD individual key

2131923

• Occurred

  Jul 5, 2023
  Advisor changed firm

  Lori Jo Bumgart left Sanford Advisory for Mercer Global Advisors Inc. (registered 2022-06-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:985cd37a-4ea7-472c-f53c-13bdd37d291e

First observed

Jul 3, 2013

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.