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Advisor at MERCER GLOBAL ADVISORS INC.
DENVER, CO | Roanoke, TX
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 23, 2025 | n/a | yes | DENVER, CO|Roanoke, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jun 14, 2024 | Sep 9, 2025 | no | PLANO, TX | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Mar 22, 2023 | Sep 7, 2023 | no | Westlake, TX | Previous registration |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Jan 25, 2023 | Jan 8, 2024 | no | Westlake, TX|SAN FRANCISCO, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 5, 2023 | Jan 25, 2023 | no | Westlake, TX|Indianapolis, IN | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jan 22, 2022 | Oct 14, 2022 | no | WestLake, TX|Westlake, TX | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jan 2, 2018 | Jan 19, 2023 | no | Fort Worth, TX|Southlake, TX|Westlake, TX | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Dec 5, 2006 | Feb 25, 2015 | no | FORT WORTH, TX | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Dec 5, 2006 | Jan 24, 2018 | no | FORT WORTH, TX|FORT WORTH, TX|Westlake, TX|Fort Worth, TX|OMAHA, NE | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | May 12, 2006 | Nov 20, 2006 | no | DENTON, TX|RHOME, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | MERCER GLOBAL ADVISORS INC. | Sep 9, 2025 | Sep 23, 2025 | 14 | Firm change | RIA to RIA |
| SCHWAB WEALTH ADVISORY, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jan 8, 2024 | Mar 22, 2023 | -292 | Channel change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | FISHER INVESTMENTS | Sep 7, 2023 | Jun 14, 2024 | 281 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Jan 25, 2023 | Jan 25, 2023 | 0 | Channel change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Jan 19, 2023 | Jan 22, 2022 | -362 | Channel change | Other |
| TD AMERITRADE, INC. | CHARLES SCHWAB & CO., INC. | Oct 14, 2022 | Jan 5, 2023 | 83 | Channel change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jan 24, 2018 | Jan 2, 2018 | -22 | Channel change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Feb 25, 2015 | Dec 5, 2006 | -3,004 | Channel change | Other |
| WELLS FARGO INVESTMENTS, LLC | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Nov 20, 2006 | Dec 5, 2006 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7870:111514:NE:2018-01-11 | Jan 24, 2018 | Jan 2, 2018 | OMAHA, NE | Firm change |
| 111514:7870:TX:2015-02-24 | Feb 25, 2015 | Dec 5, 2006 | FORT WORTH, TX | Firm change after gap |