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Advisor at MERCER GLOBAL ADVISORS INC.
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 | Aug 9, 2021 | n/a | yes | Atlanta, GA | Current employment |
| ATLANTA FINANCIAL ASSOCIATES, LLC | Former SEC adviser | Aug 16, 2019 | May 12, 2021 | no | ATLANTA, GA | Previous registration |
| PATTON ALBERTSON MILLER GROUP, LLC | Independent wealth | Apr 5, 2019 | Jun 7, 2019 | no | Atlanta, GA | Previous registration |
| ANTHONY SMITH ADVISORS, INC. | Former SEC adviser | Jun 13, 2017 | Apr 5, 2019 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLANTA FINANCIAL ASSOCIATES, LLC | MERCER GLOBAL ADVISORS INC. | May 12, 2021 | Aug 9, 2021 | 89 | Firm change | RIA to RIA |
| PATTON ALBERTSON MILLER GROUP, LLC | ATLANTA FINANCIAL ASSOCIATES, LLC | Jun 7, 2019 | Aug 16, 2019 | 70 | Firm change | RIA to RIA |
| ANTHONY SMITH ADVISORS, INC. | PATTON ALBERTSON MILLER GROUP, LLC | Apr 5, 2019 | Apr 5, 2019 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126703:147363:GA:2021-05-12 | May 12, 2021 | Aug 9, 2021 | ATLANTA, GA | Firm change |
| 125730:281558:GA:2019-04-05 | Apr 5, 2019 | Apr 5, 2019 | ATLANTA, GA | Firm change |