DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERCER GLOBAL ADVISORS INC.
Westerville, OH | 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 | Jul 23, 2020 | n/a | yes | DENVER, CO|Westerville, OH | Current employment |
| FIRST OHIO PLANNING, LLC | Former SEC adviser | Nov 29, 2007 | Sep 22, 2020 | no | COLUMBUS, OH | Previous registration |
| FIRST OHIO ADVISORS, CO. | n/a | Feb 27, 2001 | Dec 31, 2007 | no | COLUMBUS, OH|COLUMBUS, OH|COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST OHIO PLANNING, LLC | MERCER GLOBAL ADVISORS INC. | Sep 22, 2020 | Jul 23, 2020 | -61 | Firm change after gap | RIA to RIA |
| FIRST OHIO ADVISORS, CO. | FIRST OHIO PLANNING, LLC | Dec 31, 2007 | Nov 29, 2007 | -32 | Firm change after gap | Other |