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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Portage, MI
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 | May 26, 2022 | n/a | yes | DENVER, CO|Portage, MI | Current employment |
| SANFORD ADVISORY | Former SEC adviser | Dec 15, 2020 | Jul 5, 2023 | no | PORTAGE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANFORD ADVISORY | MERCER GLOBAL ADVISORS INC. | Jul 5, 2023 | May 26, 2022 | -405 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151388:147363:MI:2023-07-05 | Jul 5, 2023 | May 26, 2022 | PORTAGE, MI | Firm change after gap |