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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | San Francisco, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 10, 2024 | n/a | yes | San Francisco, CA|DENVER, CO | Current employment |
| REGIS MANAGEMENT, A MERCER ADVISORS COMPANY | Former SEC adviser | Sep 11, 2023 | Jul 31, 2024 | no | Menlo Park, CA|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGIS MANAGEMENT, A MERCER ADVISORS COMPANY | MERCER GLOBAL ADVISORS INC. | Jul 31, 2024 | Jul 10, 2024 | -21 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 323495:147363:CO:2024-07-31 | Jul 31, 2024 | Jul 10, 2024 | DENVER, CO | Firm change |