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Advisor at FOCUS ADVISORY, LTD.
GAINESVILLE, GA
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 |
|---|---|---|---|---|---|---|
| FOCUS ADVISORY, LTD. | State registered | Jul 28, 2025 | n/a | yes | GAINESVILLE, GA | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Dec 19, 2022 | Jul 25, 2025 | no | DENVER, CO|Atlanta, GA | Previous registration |
| RESOURCE PLANNING GROUP, LTD. | Former SEC adviser | Nov 24, 2003 | Sep 20, 2023 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | FOCUS ADVISORY, LTD. | Jul 25, 2025 | Jul 28, 2025 | 3 | Firm change | RIA to state RIA |
| RESOURCE PLANNING GROUP, LTD. | MERCER GLOBAL ADVISORS INC. | Sep 20, 2023 | Dec 19, 2022 | -275 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111524:147363:GA:2023-09-20 | Sep 20, 2023 | Dec 19, 2022 | ATLANTA, GA | Firm change after gap |