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Advisor at THE MATHER GROUP, LLC
CHICAGO, IL | Lafayette, CA
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 |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | Independent wealth | Jul 7, 2023 | n/a | yes | CHICAGO, IL|Lafayette, CA | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Dec 7, 2022 | Jun 22, 2023 | no | OAKLAND, CA|PLYMOUTH, MN | Previous registration |
| GINSBURG FINANCIAL ADVISORS | Former SEC adviser | Mar 10, 2020 | Dec 31, 2022 | no | OAKLAND, CA | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Dec 18, 2017 | Mar 11, 2020 | no | Walnut Creek, CA | Previous registration |
| OSBORNE PARTNERS | Independent wealth | May 8, 2013 | Nov 6, 2017 | no | SAN FRANCISCO, CA|MENLO PARK, CA | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jun 7, 2011 | May 1, 2013 | no | DUBLIN, CA|SAN FRANCISCO, CA | Previous registration |
| DESTINATION WEALTH MANAGEMENT | Independent wealth | Apr 27, 2010 | May 13, 2011 | no | WALNUT CREEK, CA | Previous registration |
| INVESMART ADVISORS INC | n/a | Nov 7, 2003 | Aug 1, 2005 | no | SAN JOSE, CA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jun 23, 2003 | Sep 29, 2003 | no | OAKLAND, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | THE MATHER GROUP, LLC | Jun 22, 2023 | Jul 7, 2023 | 15 | Firm change | RIA to RIA |
| GINSBURG FINANCIAL ADVISORS | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Dec 31, 2022 | Dec 7, 2022 | -24 | Firm change | RIA to ibd |
| MERCER GLOBAL ADVISORS INC. | GINSBURG FINANCIAL ADVISORS | Mar 11, 2020 | Mar 10, 2020 | -1 | Firm change | RIA to RIA |
| OSBORNE PARTNERS | MERCER GLOBAL ADVISORS INC. | Nov 6, 2017 | Dec 18, 2017 | 42 | Firm change | Other |
| USAA FINANCIAL PLANNING SERVICES | OSBORNE PARTNERS | May 1, 2013 | May 8, 2013 | 7 | Firm change | Other |
| DESTINATION WEALTH MANAGEMENT | USAA FINANCIAL PLANNING SERVICES | May 13, 2011 | Jun 7, 2011 | 25 | Firm change | Other |
| INVESMART ADVISORS INC | DESTINATION WEALTH MANAGEMENT | Aug 1, 2005 | Apr 27, 2010 | 1,730 | Firm change after gap | Other |
| TD AMERITRADE, INC. | INVESMART ADVISORS INC | Sep 29, 2003 | Nov 7, 2003 | 39 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144875:116407:CA:2022-12-31 | Dec 31, 2022 | Dec 7, 2022 | OAKLAND, CA | Firm change |