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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Portland, OR
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 7, 2025 | n/a | yes | DENVER, CO|Portland, OR | Current employment |
| THREADLINE WEALTH | Independent wealth | Oct 9, 2018 | Sep 15, 2025 | no | Portland, OR|BELLEVUE, WA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 26, 2017 | Apr 20, 2018 | no | Phoenix, AZ|Lake Oswego, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THREADLINE WEALTH | MERCER GLOBAL ADVISORS INC. | Sep 15, 2025 | Oct 7, 2025 | 22 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | THREADLINE WEALTH | Apr 20, 2018 | Oct 9, 2018 | 172 | Firm change | Ibd to RIA |