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Advisor at UNIFIED INVESTMENT MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| UNIFIED INVESTMENT MANAGEMENT | Independent wealth | Apr 27, 2023 | n/a | yes | ATLANTA, GA | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jan 13, 2022 | Mar 16, 2023 | no | DENVER, CO|Atlanta, GA|Atlanta, GA | Previous registration |
| ACG WEALTH INC. | Former SEC adviser | Dec 4, 2017 | Dec 16, 2022 | no | ATLANTA, GA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 30, 2010 | Dec 5, 2017 | no | DUNWOODY, GA|ATLANTA, GA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 22, 2009 | Jul 21, 2010 | no | Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | UNIFIED INVESTMENT MANAGEMENT | Mar 16, 2023 | Apr 27, 2023 | 42 | Firm change | RIA to new firm |
| ACG WEALTH INC. | MERCER GLOBAL ADVISORS INC. | Dec 16, 2022 | Jan 13, 2022 | -337 | Firm change after gap | RIA to RIA |
| STRATEGIC ADVISERS LLC | ACG WEALTH INC. | Dec 5, 2017 | Dec 4, 2017 | -1 | Firm change | Other |
| MORGAN STANLEY | STRATEGIC ADVISERS LLC | Jul 21, 2010 | Aug 30, 2010 | 40 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147363:326056:GA:2023-03-16 | Mar 16, 2023 | Apr 27, 2023 | ATLANTA, GA | Firm change |
| 150419:147363:GA:2022-12-16 | Dec 16, 2022 | Jan 13, 2022 | ATLANTA, GA | Firm change after gap |