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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Atlanta, GA
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 18, 2024 | n/a | yes | DENVER, CO|Atlanta, GA | Current employment |
| BMO ASSET MANAGEMENT CORP. | Other adviser | Jun 8, 2012 | Apr 24, 2015 | no | CHICAGO, IL | Previous registration |
| M&I INVESTMENT MANAGEMENT CORP. | Former SEC adviser | Jul 29, 2010 | Jun 8, 2012 | no | MILWAUKEE, WI | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jan 25, 2007 | May 24, 2010 | no | ATLANTA, GA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jun 2, 2004 | Mar 3, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BMO ASSET MANAGEMENT CORP. | MERCER GLOBAL ADVISORS INC. | Apr 24, 2015 | Dec 18, 2024 | 3,526 | Firm change after gap | Other |
| M&I INVESTMENT MANAGEMENT CORP. | BMO ASSET MANAGEMENT CORP. | Jun 8, 2012 | Jun 8, 2012 | 0 | Bulk transfer | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | M&I INVESTMENT MANAGEMENT CORP. | May 24, 2010 | Jul 29, 2010 | 66 | Firm change | Other |
| MORGAN STANLEY DW INC. | GOLDMAN SACHS WEALTH SERVICES, L.P. | Mar 3, 2005 | Jan 25, 2007 | 693 | Firm change after gap | Other |