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Advisor at ARIADNE WEALTH MANAGEMENT, LP
SANTA BARBARA, CA
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 |
|---|---|---|---|---|---|---|
| ARIADNE WEALTH MANAGEMENT, LP | Independent wealth | Dec 9, 2014 | n/a | yes | SANTA BARBARA, CA | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 3, 2008 | Dec 12, 2014 | no | SANTA BARBARA, CA | Previous registration |
| MERCER ADVISORS | n/a | Jun 7, 2004 | Jun 30, 2008 | no | SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | ARIADNE WEALTH MANAGEMENT, LP | Dec 12, 2014 | Dec 9, 2014 | -3 | Firm change | Other |
| MERCER ADVISORS | MERCER GLOBAL ADVISORS INC. | Jun 30, 2008 | Jul 3, 2008 | 3 | Bulk transfer | Other |