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Advisor at MERCER GLOBAL ADVISORS INC.
COLUMBUS, OH | ANN ARBOR, MI | FRANKLIN, TN
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 | Sep 16, 2022 | n/a | yes | ANN ARBOR, MI|FRANKLIN, TN|COLUMBUS, OH | Current employment |
| DESTINATION WEALTH MANAGEMENT | Independent wealth | Apr 14, 2011 | Jul 9, 2014 | no | WALNUT CREEK, CA | Previous registration |
| SUMMIT FINANCIAL STRATEGIES INC | Independent wealth | Jun 9, 2010 | Mar 4, 2011 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | MERCER GLOBAL ADVISORS INC. | Jul 9, 2014 | Sep 16, 2022 | 2,991 | Firm change after gap | Other |
| SUMMIT FINANCIAL STRATEGIES INC | DESTINATION WEALTH MANAGEMENT | Mar 4, 2011 | Apr 14, 2011 | 41 | Firm change | Other |