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, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jun 14, 2020

First registration

Jun 15, 2020

Dual registered

no

Other names

KELLY JUSTINE SHEPTOCK

IAPD individual key

7229968

• Occurred

  May 9, 2023
  Advisor changed firm

  Kelly Justine Albert left Andesa Financial Management, Inc. for Mercer Global Advisors Inc. (registered 2023-04-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4e73aba-0d77-bcd7-7eb1-9bcb2a5f6de4

First observed

Jun 15, 2020

Last observed

Sep 14, 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.