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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Houston, TX
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 | Feb 21, 2023 | n/a | yes | Houston, TX|DENVER, CO | Current employment |
| ADVOCATES WEALTH PLANNING | Independent wealth | Oct 11, 2013 | Sep 8, 2022 | no | HOUSTON, TX | Previous registration |
| SEQUENT ASSET MANAGEMENT, LLC | Independent wealth | Sep 24, 2010 | Nov 12, 2013 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVOCATES WEALTH PLANNING | MERCER GLOBAL ADVISORS INC. | Sep 8, 2022 | Feb 21, 2023 | 166 | Firm change | RIA to RIA |
| SEQUENT ASSET MANAGEMENT, LLC | ADVOCATES WEALTH PLANNING | Nov 12, 2013 | Oct 11, 2013 | -32 | Firm change after gap | Other |