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.

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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Nov 22, 2019

First registration

Jun 17, 2021

Dual registered

no

Other names

Daniel J Cook|Daniel Cook|Daniel Joseph Cook

IAPD individual key

6674041

• Occurred

  Nov 6, 2025
  Advisor changed firm

  Daniel Joseph Cook left Straight Path Wealth Management for Mercer Global Advisors Inc. (registered 2025-12-16)

  Form ADVobserved 5 days ago
• Occurred

  Jul 9, 2024
  Advisor changed firm

  Daniel Joseph Cook left Lpl Financial Llc for Straight Path Wealth Management (registered 2024-08-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3847e4c-1583-4feb-96d5-bae525d3685b

First observed

Jun 17, 2021

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.