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Advisor at MERCER GLOBAL ADVISORS INC.
Charlotte, NC | 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 | Oct 27, 2023 | n/a | yes | DENVER, CO|Charlotte, NC | Current employment |
| KINGFISHER CAPITAL, LLC | Former SEC adviser | Sep 27, 2017 | Nov 7, 2024 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGFISHER CAPITAL, LLC | MERCER GLOBAL ADVISORS INC. | Nov 7, 2024 | Oct 27, 2023 | -377 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150484:147363:NC:2024-11-07 | Nov 7, 2024 | Oct 27, 2023 | CHARLOTTE, NC | Firm change after gap |