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RIA / WealthAdvisor25 years in industry

TODD WILLIAM LALUZERNE

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | Dallas, TX

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Search this name across graphsid dfx:ria:9ddb94bc-9e77-9cad-7721-5cf3cb2eb831

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2003 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 28, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Sep 28, 2000
First registration: Jun 20, 2003
Dual registered: no
IAPD individual key: 4211744

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Aug 26, 2019	n/a	yes	DENVER, CO\|Dallas, TX	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Feb 4, 2019	Jun 4, 2019	no	DALLAS, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jul 19, 2006	Jan 3, 2019	no	INDIANAPOLIS, IN\|HARRISBURG, PA\|FORT WORTH, TX\|SOUTHLAKE, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 19, 2006	Jan 3, 2019	no	Indianapolis, IN\|Harrisburg, PA\|FORT WORTH, TX\|Southlake, TX	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 20, 2003	Jun 5, 2006	no	SAN MARCOS, CA\|SAN MARCOS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	MERCER GLOBAL ADVISORS INC.	Jun 4, 2019	Aug 26, 2019	83	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jan 3, 2019	Jul 19, 2006	-4,551	Channel change	Other
TD AMERITRADE, INC.	OSAIC WEALTH, INC.	Jan 3, 2019	Feb 4, 2019	32	Firm change	Other
A. G. EDWARDS & SONS, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 5, 2006	Jul 19, 2006	44	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:111514:TX:2019-01-03	Jan 3, 2019	Jul 19, 2006	SOUTHLAKE, TX	Firm change after gap

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Aug 26, 2019 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Feb 4, 2019 to Jun 4, 2019factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 19, 2006 to Jan 3, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 19, 2006 to Jan 3, 2019factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 20, 2003 to Jun 5, 2006factForm ADV

Dated events

No dated event names this entity yet.