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Advisor at MERCER GLOBAL ADVISORS INC.
COLUMBUS, OH | Columbus, 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 9, 2026 | n/a | yes | Columbus, OH|DENVER, CO | Current employment |
| NORTHAVENUE LLC | Independent wealth | Dec 3, 2018 | n/a | yes | COLUMBUS, OH | Current employment |
| PARTNERSHIP FINANCIAL, LLC | State registered | Nov 17, 2014 | Jan 2, 2019 | no | COLUMBUS, OH | Previous registration |
| PDS PLANNING INC | Independent wealth | Apr 1, 2013 | Apr 22, 2015 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARTNERSHIP FINANCIAL, LLC | NORTHAVENUE LLC | Jan 2, 2019 | Dec 3, 2018 | -30 | Firm change | Other |
| PDS PLANNING INC | PARTNERSHIP FINANCIAL, LLC | Apr 22, 2015 | Nov 17, 2014 | -156 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119681:297300:OH:2019-01-02 | Jan 2, 2019 | Dec 3, 2018 | COLUMBUS, OH | Firm change |