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Advisor at MERCER GLOBAL ADVISORS INC.
SAN DIEGO, CA
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 | Nov 25, 2025 | n/a | yes | SAN DIEGO, CA | Current employment |
| GLIDESLOPE WEALTH MANAGEMENT | n/a | Jan 5, 2024 | Feb 3, 2026 | no | SAN DIEGO, CA | Previous registration |
| SB CAPITAL MANAGEMENT, INC. | Former SEC adviser | May 15, 2021 | Jan 19, 2024 | no | ENCINO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLIDESLOPE WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Feb 3, 2026 | Nov 25, 2025 | -70 | Firm change after gap | Other |
| SB CAPITAL MANAGEMENT, INC. | GLIDESLOPE WEALTH MANAGEMENT | Jan 19, 2024 | Jan 5, 2024 | -14 | Firm change | Other |