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Advisor at EMISSARY WEALTH
HACKENSACK, NJ
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 |
|---|---|---|---|---|---|---|
| EMISSARY WEALTH | Independent wealth | Apr 8, 2020 | n/a | yes | HACKENSACK, NJ | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 2, 2019 | Mar 11, 2020 | no | HACKENSACK, NJ | Previous registration |
| BEACON WEALTH MANAGEMENT, LLC | Former SEC adviser | Feb 21, 2012 | Mar 15, 2019 | no | HACKENSACK, NJ | Previous registration |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Feb 1, 2011 | May 5, 2011 | no | SECAUCUS, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | EMISSARY WEALTH | Mar 11, 2020 | Apr 8, 2020 | 28 | Firm change | RIA to RIA |
| BEACON WEALTH MANAGEMENT, LLC | MERCER GLOBAL ADVISORS INC. | Mar 15, 2019 | Jul 2, 2019 | 109 | Firm change | RIA to RIA |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | BEACON WEALTH MANAGEMENT, LLC | May 5, 2011 | Feb 21, 2012 | 292 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129523:147363:NJ:2019-03-15 | Mar 15, 2019 | Jul 2, 2019 | HACKENSACK, NJ | Firm change |