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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Westerville, OH
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 19, 2026 | n/a | yes | DENVER, CO|Westerville, OH | Current employment |
| PRAIRIEVIEW WEALTH & TAX ADVISORS | Independent wealth | Oct 29, 2024 | May 12, 2026 | no | FRANKFORT, IL|Columbus, OH | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 3, 2023 | Jul 16, 2024 | no | WORTHINGTON, OH | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Nov 7, 2022 | Nov 3, 2023 | no | WORTHINGTON, OH | Previous registration |
| Oneseven | Independent wealth | Apr 6, 2022 | Nov 4, 2022 | no | Columbus, OH|BEACHWOOD, OH|Columbus, OH | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 15, 2019 | Apr 6, 2022 | no | Columbus, OH|Columbus, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 24, 2016 | Feb 19, 2019 | no | COLUMBUS, OH|COLUMBUS, OH|COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRAIRIEVIEW WEALTH & TAX ADVISORS | MERCER GLOBAL ADVISORS INC. | May 12, 2026 | May 19, 2026 | 7 | Firm change | RIA to RIA |
| OSAIC WEALTH, INC. | PRAIRIEVIEW WEALTH & TAX ADVISORS | Jul 16, 2024 | Oct 29, 2024 | 105 | Firm change | Ibd to RIA |
| FSC SECURITIES CORPORATION | OSAIC WEALTH, INC. | Nov 3, 2023 | Nov 3, 2023 | 0 | Bulk transfer | Ibd to ibd |
| Oneseven | FSC SECURITIES CORPORATION | Nov 4, 2022 | Nov 7, 2022 | 3 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oneseven | Apr 6, 2022 | Apr 6, 2022 | 0 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 19, 2019 | Feb 15, 2019 | -4 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:283087:OH:2022-04-06 | Apr 6, 2022 | Apr 6, 2022 | COLUMBUS, OH | Firm change |
| 7691:149018:OH:2019-02-19 | Feb 19, 2019 | Feb 15, 2019 | COLUMBUS, OH | Firm change |