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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 | Feb 3, 2021 | n/a | yes | Atlanta, GA | Current employment |
| ATLANTA FINANCIAL ASSOCIATES, LLC | Former SEC adviser | Jan 11, 2019 | May 12, 2021 | no | ATLANTA, GA | Previous registration |
| ATLANTA FINANCIAL ASSOCIATES, LLC | Former SEC adviser | Jan 29, 2018 | Dec 31, 2018 | no | ATLANTA, GA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Sep 23, 2014 | Aug 28, 2018 | no | ATLANTA, GA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 3, 2014 | Sep 18, 2014 | 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 | Feb 3, 2021 | -98 | Firm change after gap | RIA to RIA |
| COMMONWEALTH FINANCIAL NETWORK | ATLANTA FINANCIAL ASSOCIATES, LLC | Aug 28, 2018 | Jan 29, 2018 | -211 | Firm change after gap | Ibd to RIA |
| MML INVESTORS SERVICES, LLC | COMMONWEALTH FINANCIAL NETWORK | Sep 18, 2014 | Sep 23, 2014 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126703:147363:GA:2021-05-12 | May 12, 2021 | Feb 3, 2021 | ATLANTA, GA | Firm change after gap |
| 8032:126703:GA:2018-08-27 | Aug 28, 2018 | Jan 29, 2018 | ATLANTA, GA | Firm change after gap |