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Advisor at MERCER GLOBAL ADVISORS INC.
Ponte Vedra Beach, FL | 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 | Dec 6, 2023 | n/a | yes | Ponte Vedra Beach, FL|DENVER, CO | Current employment |
| PARAGON WEALTH STRATEGIES, LLC. | Former SEC adviser | Mar 21, 2018 | Feb 6, 2024 | no | JACKSONVILLE, FL | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Mar 1, 2018 | no | SAINT AUGUSTINE, FL|CHARLOTTE, NC | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 22, 2014 | Jan 2, 2018 | no | CHARLOTTE, NC|JACKSONVILLE, FL|SAINT AUGUSTINE, FL | Previous registration |
| WADDELL & REED | Former SEC adviser | Aug 2, 2012 | Jan 30, 2014 | no | JACKSONVILLE, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 5, 2010 | Feb 28, 2012 | no | JACKSONVILLE, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 16, 2006 | Jun 9, 2009 | no | JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jul 15, 2003 | Apr 29, 2004 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARAGON WEALTH STRATEGIES, LLC. | MERCER GLOBAL ADVISORS INC. | Feb 6, 2024 | Dec 6, 2023 | -62 | Firm change after gap | RIA to RIA |
| BB&T SECURITIES, LLC | PARAGON WEALTH STRATEGIES, LLC. | Mar 1, 2018 | Mar 21, 2018 | 20 | Firm change | Other |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| WADDELL & REED | BB&T INVESTMENT SERVICES, INC. | Jan 30, 2014 | Jul 22, 2014 | 173 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | WADDELL & REED | Feb 28, 2012 | Aug 2, 2012 | 156 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | EQUITABLE ADVISORS, LLC | Jun 9, 2009 | Jan 5, 2010 | 210 | Firm change | Other |
| PRUCO SECURITIES, LLC | SUNTRUST INVESTMENT SERVICES, INC. | Apr 29, 2004 | Oct 16, 2006 | 900 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146543:147363:FL:2024-02-06 | Feb 6, 2024 | Dec 6, 2023 | JACKSONVILLE, FL | Firm change after gap |