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Advisor at MERCER GLOBAL ADVISORS INC.
Walnut Creek, CA | DENVER, CO
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 | Oct 31, 2022 | n/a | yes | DENVER, CO|Walnut Creek, CA | Current employment |
| GOLDSTEIN MUNGER + ASSOCIATES | Former SEC adviser | Apr 10, 1996 | Dec 16, 2022 | no | SAN RAMON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDSTEIN MUNGER + ASSOCIATES | MERCER GLOBAL ADVISORS INC. | Dec 16, 2022 | Oct 31, 2022 | -46 | Firm change after gap | RIA to RIA |