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Advisor at MERCER GLOBAL ADVISORS INC.
Atlanta, GA | 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 | Jan 23, 2023 | n/a | yes | DENVER, CO|Atlanta, GA | Current employment |
| RESOURCE PLANNING GROUP, LTD. | Former SEC adviser | Jan 19, 2021 | Jun 21, 2023 | no | ATLANTA, GA | Previous registration |
| RONALD BLUE & CO., LLC | Former SEC adviser | May 30, 2003 | Aug 1, 2017 | no | ROSWELL, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RESOURCE PLANNING GROUP, LTD. | MERCER GLOBAL ADVISORS INC. | Jun 21, 2023 | Jan 23, 2023 | -149 | Firm change after gap | RIA to RIA |
| RONALD BLUE & CO., LLC | RESOURCE PLANNING GROUP, LTD. | Aug 1, 2017 | Jan 19, 2021 | 1,267 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111524:147363:GA:2023-06-09 | Jun 21, 2023 | Jan 23, 2023 | ATLANTA, GA | Firm change after gap |