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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

DAVID PETER REYNOLDS

Advisor at MERCER GLOBAL ADVISORS INC.

Dallas, TX | DENVER, CO

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Search this name across graphsid dfx:ria:b91bb0ed-a57e-d673-c42c-c904ebcbbc76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 22, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: Sep 22, 1999
First registration: Jan 1, 2000
Dual registered: no
IAPD individual key: 4005302

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Nov 12, 2024	n/a	yes	Dallas, TX\|DENVER, CO	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Aug 30, 2012	Mar 18, 2015	no	CINCINNATI, OH	Previous registration
TRUENORTH, INC.	Former SEC adviser	Mar 15, 2010	Jul 5, 2011	no	WICHITA, KS	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 16, 2008	Sep 10, 2009	no	OVERLAND PARK, KS\|PLANO, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 1, 2000	Oct 10, 2008	no	Cincinnati, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	MERCER GLOBAL ADVISORS INC.	Mar 18, 2015	Nov 12, 2024	3,527	Firm change after gap	Other
TRUENORTH, INC.	ADVICE AND PLANNING SERVICES	Jul 5, 2011	Aug 30, 2012	422	Firm change after gap	Other
FISHER INVESTMENTS	TRUENORTH, INC.	Sep 10, 2009	Mar 15, 2010	186	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	FISHER INVESTMENTS	Oct 10, 2008	Oct 16, 2008	6	Firm change	Other

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 30, 2012 to Mar 18, 2015factForm ADV
→ TRUENORTH, INC.Registered adviserregistration: previous registration
Mar 15, 2010 to Jul 5, 2011factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 16, 2008 to Sep 10, 2009factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 1, 2000 to Oct 10, 2008factForm ADV

Dated events

No dated event names this entity yet.