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Advisor at MERCER GLOBAL ADVISORS INC.
Southampton, PA | DENVER, CO
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 | Mar 29, 2022 | n/a | yes | DENVER, CO|Southampton, PA | Current employment |
| WISDOM PLANNING, LLC | Former SEC adviser | Oct 24, 2019 | Jan 4, 2021 | no | NAPLES, FL|HADDONFIELD, NJ | Previous registration |
| CORDASCO FINANCIAL NETWORK, INC. | Former SEC adviser | Jun 14, 2018 | Jul 12, 2022 | no | NAPLES, FL|PHILADELPHIA, PA|SOUTHAMPTON, PA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Oct 23, 2014 | Feb 16, 2018 | no | PAOLI, PA|PLYMOUTH MEETING, PA|CONSHOHOCKEN, PA|STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORDASCO FINANCIAL NETWORK, INC. | WISDOM PLANNING, LLC | Jul 12, 2022 | Oct 24, 2019 | -992 | Firm change after gap | Other |
| WISDOM PLANNING, LLC | MERCER GLOBAL ADVISORS INC. | Jan 4, 2021 | Mar 29, 2022 | 449 | Firm change after gap | Other |
| CITIZENS SECURITIES, INC. | CORDASCO FINANCIAL NETWORK, INC. | Feb 16, 2018 | Jun 14, 2018 | 118 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159544:169417:PA:2022-07-12 | Jul 12, 2022 | Oct 24, 2019 | SOUTHAMPTON, PA | Firm change after gap |